Verified
Anthony Capri is a financial advisor with over 29 years of experience in the industry. Anthony is currently registered with LPL Financial LLC and is licensed to provide financial advice in 18 states and districts. Anthony has worked at several other firms during his career including Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony holds the Series 7, Series 31, Series 63, and Series 65 licenses.
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
NJ
09/18/2023 - Present
LPL Financial LLC (MT. LAUREL NJ)
NJ
10/11/2013 - 10/02/2023
MORGAN STANLEY (Marlton NJ)
NJ
10/18/2004 - 10/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
NY
01/02/2002 - 10/20/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/21/1998 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
11/09/1995 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
02/17/1994 - 11/09/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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