Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Bruce Lishka is a financial advisor with LPL Financial LLC, and has been working in the financial industry since 2010. Anthony has a broad range of experience, with licenses and registrations in multiple states, and is experienced in providing financial planning, portfolio management, and consulting services to a variety of clients. Anthony is also a Chartered Financial Consultant (ChFC). Prior to joining LPL Financial LLC, Anthony worked at CROWN CAPITAL SECURITIES, L.P..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
06/24/2024 - Present
LPL Financial LLC (CLACKAMAS OR)
OR
05/17/2010 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (CLACKAMAS OR)
IA
Issued 11/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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