John Anastasia is a registered investment advisor at LPL Financial LLC, based in Ocala, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3201 SW 34th Ave, Suite 105, Ocala, FL, 34474
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Regulatory History (2)
Customer Dispute
April 2007Customer Dispute
October 1993Other Business Activities
John is a managing member of CT Health Group LLC (dba GameDay Mens Health) and Anastasia Restaurant Group LLC, spending about 10-20% of his time and a few hours per week respectively. He also co-owns Anastasia Family Holdings LLC (real estate rental) and owns Millennial Management LLC, dedicating nearly full-time hours to the latter for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Advest, INC.
Advest, INC.Broker
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.