Anthony Delpozzo
Anthony Delpozzo is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 33 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
7333 E. Doubletree Ranch Rd Ste 115, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Anthony uses Delant Financial Group as an S-corp for tax purposes and a DBA for his LPL business. He also uses Vista Financial Group as a DBA for his LPL business. Finally, Anthony is a notary, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
New England SecuritiesBroker
State Registrations18 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.