Unclaimed
Anthony Todd Jones is a financial advisor at LPL Financial LLC. Anthony has been in the industry since 2000 and holds a Series 66 and Series 7 license. Anthony is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Anthony worked at First Legacy Securities, LLC, First Tennessee Brokerage, Inc., Princor Financial Services Corporation, MML Investors Services, Inc., TrustFirst, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and SunTrust Securities, Inc. Anthony is registered in California, Nevada, North Carolina, Tennessee, Virginia, and Wisconsin.
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
TN
02/18/2010 - Present
LPL Financial LLC (KNOXVILLE TN)
TN
06/19/2007 - 02/11/2010
FIRST LEGACY SECURITIES, LLC (JOHNSON CITY TN)
TN
06/17/2004 - 04/03/2007
FIRST TENNESSEE BROKERAGE, INC. (JOHNSON CITY TN)
IA
01/02/2003 - 06/16/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
08/19/2002 - 12/20/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TN
04/11/2001 - 07/15/2002
TRUSTFIRST (KNOXVILLE TN)
WI
10/19/2000 - 02/19/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/19/2000 - 04/25/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
GA
06/01/2000 - 09/13/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 07/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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