AP
ChFC
AP
ChFC

Anthony Palmiscno

34 Years of Experience
East Grand Forks, MN
BrokerSells Insurance

Anthony Palmiscno is a ChFC-designated registered investment advisor at LPL Financial LLC, based in East Grand Forks, MN, with 34 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

404 4th St Nw, East Grand Forks, MN, 56721

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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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Other Business ActivitiesSells Insurance

Anthony is involved with non-variable insurance through Palmiscno Financial since 2010 and a DBA for LPL business since 2007. He also has a real estate rental business, SWEET CLOVER BUILDING, LLC, since 2012.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 10 mos
LPL Financial LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Sagepoint Financial, INC.
November 2015 - December 2019 · 4 yrs 1 mo
Sagepoint Financial, INC.Broker
October 2008 - December 2019 · 11 yrs 2 mos
American General Securities IncorporatedBroker
October 2002 - October 2008 · 6 yrs
Franklin Financial Services CorporationBroker
June 1992 - October 2002 · 10 yrs 4 mos
State Registrations13 states
AZFLIDILMIMNNDNMOKORPATXWI
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.