Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Holman is a financial advisor with LPL Financial LLC. Anthony has been in the financial services industry since 1997 and has a strong track record of success. Anthony is a Series 7, Series 63, and Series 99TO licensed professional, and is registered with the state of California. Anthony specializes in working with individuals and businesses to help them achieve their financial goals. Anthony is also an experienced financial planner, and is committed to providing his clients with personalized service and a high level of expertise.
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.
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2
CA
03/16/2011 - Present
LPL Financial LLC (SAN DIEGO CA)
IL
01/13/2005 - 02/18/2011
PERSHING LLC (OAK BROOK IL)
NY
04/02/2004 - 01/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
02/19/1998 - 04/02/2004
ABN AMRO INCORPORATED (STAMFORD CT)
TX
03/24/1997 - 10/06/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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