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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lemon is a financial advisor at LPL Financial LLC in COTTLEVILLE, MO. Anthony has been in the financial services industry since August 2006. Anthony has a Series 7 and a Series 66 license. Anthony has experience working with high net worth individuals, corporations and other businesses, pension and profit sharing plans, charitable organizations, individuals other than high net worth, and state or municipal government entities. Anthony provides a variety of services, including financial planning, portfolio management for individuals, and portfolio management for businesses.
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
MO
07/19/2021 - Present
LPL Financial LLC (COTTLEVILLE MO)
MO
05/09/2017 - 07/21/2021
EDWARD JONES (ST CHARLES MO)
MO
02/12/2009 - 02/10/2012
J.A. GLYNN & CO. (ST LOUIS MO)
FL
06/01/2007 - 01/25/2008
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
NY
07/25/2005 - 05/01/2007
CG COMPASS (USA) LLC (NEW YORK NY)
NY
01/27/2004 - 06/23/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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