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Anthony Coyne

32 Years of Experience
Camarillo, CA
3 DisclosuresBroker

Anthony Coyne is a registered investment advisor at LPL Financial LLC, based in Camarillo, CA, with 32 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

2310 E. Ponderosa Dr, Ste 2, Camarillo, CA, 93010-4747

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Denied
Customer Dispute
December 2002
Denied
Customer Dispute
July 2002
Denied
Other Business Activities

Anthony receives rental income from office sharing, dedicating minimal time to this activity. He also works full-time providing financial advisory services through Coyne Wealth Management and Householder Group Estate & Retirement Specialists.

Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 6 mos
LPL Financial LLCBroker
August 2002 - Present · 23 yrs 9 mos
Previous Registrations
Householder Group Estate & Retirement Specialists
September 2015 - December 2025 · 10 yrs 3 mos
LPL Financial LLC
August 2013 - September 2016 · 3 yrs 1 mo
Wm Financial Services, INC.Broker
May 1998 - September 2002 · 4 yrs 4 mos
Great Western Financial Securities CorporationBroker
March 1998 - May 1998 · 2 mos
Fimco Securities Group, INC.Broker
May 1996 - February 1998 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
July 1995 - April 1996 · 9 mos
Financial Network Investment CorporationBroker
September 1993 - July 1995 · 1 yr 10 mos
State Registrations13 states
AZCACOFLIDMINCNVNYORTNTXWA
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.