ADVISOR BIO

Anthony Phillips is a financial advisor with LPL Financial LLC, based in CALIMESA, CA. Anthony has been in the industry since December 12, 2012 and is currently registered to provide securities and investment advisory services in 24 states and territories. Anthony has a Series 66 license and has passed the SIE and Series 7 exams. Anthony Phillips is also licensed to sell fixed insurance products. Anthony Phillips has a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Anthony provides a range of advisory services, including financial planning, portfolio management, and consulting.

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ADVISOR BIO

Anthony Guinane is a financial advisor with over 25 years of experience in the financial services industry. Anthony currently works at UBS Financial Services Inc., where Anthony is registered as a Registered Representative in California and Texas. Previously, Anthony was a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, CA from 2002 to 2013 and Prudential Securities Incorporated in New York, NY from 1999 to 2002. Anthony has a strong track record of providing investment advice to individuals, families, and businesses. Anthony is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Anthony Christopher Velarde is a financial advisor with LPL Financial LLC. Anthony has been in the financial services industry since May 2015. Anthony is licensed in multiple states and is a Certified Financial Planner™. Anthony holds the Series 7, Series 66 and SIE licenses. Anthony's firm, LPL Financial LLC, is headquartered in Fort Mill, South Carolina, and has approximately 1,910,545 client accounts with assets under management exceeding $463 Billion. LPL Financial LLC offers a variety of financial services, including investment management, financial planning, and retirement planning. Anthony works with individual clients, high net worth individuals, corporations, and other entities to provide investment advice and financial planning services.

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ADVISOR BIO

Anthony Peter Ricci is a financial advisor with over 36 years of experience. Anthony is registered with LPL Financial LLC and has a Series 7, 6, 63, and 65 license. Anthony previously worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Anthony is registered with 22 states and 2 IA states. Anthony is also registered with FINRA and the SEC. Anthony is committed to providing comprehensive financial planning and investment advice to individuals, families, and businesses. Anthony specializes in retirement planning, college savings, and estate planning.

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ADVISOR BIO

Anthony Vitulli is a financial professional with over 16 years of experience in the industry. Anthony holds Series 6, 7, 63, and 66 licenses and the SIE designation. Anthony's current role is at Eagle Strategies LLC, where Anthony provides financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Anthony also has experience with insurance products and has a background in volunteer work.

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ADVISOR BIO

Anthony Arguelles Trias is a financial advisor who has been in the financial industry since 2009. Anthony currently works with Equitable Advisors, LLC, a company he has been with since 2017. Prior to Equitable Advisors, LLC, Anthony worked with TIAA-CREF Individual & Institutional Services, LLC, Sagepoint Financial, Inc., and Pruco Securities, LLC. Anthony is registered in 12 states. Anthony specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Anthony Stais is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Anthony has been working in the securities industry since 1988 and has been registered with Stifel, Nicolaus & Company, Inc. since 2010. Anthony has a broad range of experience, having worked for several other firms prior to joining Stifel, Nicolaus & Company, Inc. Anthony is licensed in a number of states and is also registered as an Investment Advisor Representative. Anthony focuses on providing financial advice to individuals and businesses, with a particular focus on portfolio management.

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ADVISOR BIO

Anthony J. Martinez is a registered representative with J.p. Morgan Securities LLC. Anthony has been in the securities industry since August 2018 and is licensed in both California and Texas. Anthony's practice specializes in helping individuals and families build and manage their wealth. He is also experienced in working with businesses, pension plans, and charitable organizations.

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ADVISOR BIO

Anthony Napple is an investment professional with over 25 years of experience in the financial services industry. Anthony is currently a Registered Representative with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in multiple states, including California, South Carolina, and Texas. Anthony has previously been associated with A.G. Edwards & Sons, Inc., Securities America, Inc., and Linsco/Private Ledger Corp. Anthony holds the Series 7, Series 63 and Series 65 licenses, and the SIE exam. Anthony holds a special focus on providing comprehensive financial planning services, including retirement planning, investment management, and insurance strategies. Anthony is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Anthony Giuliano is a financial advisor in Pleasanton, California. Anthony has been working in the financial services industry since June 1998 and is currently registered with Osaic Wealth, Inc.. Anthony Giuliano has also been registered with Securities America, Inc. and Foothill Securities, Inc. in the past. Anthony has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anthony Giuliano is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS