Unclaimed
Anthony Labrake is a financial advisor currently registered with Sequoia Financial Group, LLC. Anthony has been in the industry since February 2015 and is registered to offer advisory services in Florida. Anthony holds the Series 63 and 65 licenses and has earned the Certified Financial Planner designation. Anthony has worked with a variety of financial firms throughout their career, including AXA Advisors, BNP Paribas, Cary Stamp & Company, Commonwealth Financial Network, Adam Financial Associates, Tobias Financial Advisors, Mercer Global Advisors Inc., Facet Wealth, Element Pointe Family Office, Fiduciary Family Office, LLC, Q3 Advisors, LLC, and Sequoia Financial Group, LLC. Anthony has a strong track record of working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Anthony's firm, Sequoia Financial Group, LLC, is a Registered Investment Advisor (RIA) with approximately 100 clients and manages over $19 billion in assets. Sequoia Financial Group, LLC provides a variety of financial services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
01/31/2025 - Present
Sequoia Financial Group, LLC (AKRON OH)
Active
Inactive
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