Anthony Losh
Anthony Losh is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Stuart, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
309 S.E. Osceola Street, Suite 300, Stuart, FL, 34994
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2000Other Business Activities
Anthony's wife owns and operates Reagan Alexander Holdings, LLC, which may purchase rental property. Anthony also serves on the Finance Council for St. Joseph Catholic Church, providing advice on budgeting and fundraising, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica Securities
Comerica SecuritiesBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Natcity Investments, INC.Broker
State Registrations24 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.