Anthony Apostolidis is a registered investment advisor at LPL Financial LLC, based in Stockton, CA, with 36 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
10100 Trinity Pkwy., Ste 430, Stockton, CA, 95219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony owns two single-family rental residences, managed by a property manager, and spends minimal time on this. He also operates Life Path Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to it. Finally, he owns HA Wealth Management LLC for tax/investment purposes, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Estate Management Group, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.Broker
State Registrations29 states
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