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CFP
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CFP

Anthony Defranco

29 Years of Experience
South Orange, NJ
BrokerSells Insurance

Anthony Defranco is a CFP-designated registered investment advisor, based in South Orange, NJ, with 29 years of industry experience.

Location

15 Village Plaza, South Orange, NJ, 07079

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Anthony is an independent insurance agent since 2005, reviewing, analyzing, recommending, and implementing insurance policies, dedicating a few hours per week. He also owns Couto DeFranco, PA, providing accounting services and tax preparation, taking about half of Anthony's time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
July 2002 - September 2025 · 23 yrs 2 mos
Avantax Investment Services, INC.Broker
August 1996 - September 2025 · 29 yrs 1 mo
State Registrations9 states
COFLGAIANJNYOHPAVA
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.