AG
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Anthony Glodava

28 Years of Experience
Prescott Valley, AZ
Broker

Anthony Glodava is a registered investment advisor at LPL Financial LLC, based in Prescott Valley, AZ, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Prescott Valley, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - March 2020 · 10 yrs 9 mos
Morgan Stanley
June 2009 - March 2020 · 10 yrs 9 mos
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 1996 - April 2007 · 10 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
January 1992 - March 1992 · 2 mos
Metlife Securities INC.Broker
January 1992 - March 1992 · 2 mos
State Registrations3 states
AZCAUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.