Anthony Bonner
Anthony Bonner is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 26 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
41000 Woodward Ave Ste 350 East, Bloomfield Hills, MI, 48304
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Regulatory History (1)
Employment Separation After Allegations
December 2014Other Business ActivitiesSells Insurance
Anthony operates Trinitas Planning Group as a DBA for his LPL business and is also involved with Trinitas Tax, where he works as an owner doing tax preparation and accounting for a few hours per week. He also uses Tri-County Investing, Inc. as a business entity for tax/investment purposes and sells non-variable insurance through Trinitas Planning Group, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.