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Anthony Bonner

LPL Financial LLC
26 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Bonner is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 26 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

41000 Woodward Ave Ste 350 East, Bloomfield Hills, MI, 48304

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History

Regulatory History (1)
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.
Employment Separation After Allegations
December 2014
View Full SEC ReportHow to Read Disclosures
Other 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
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLC
May 2023 - Present · 3 yrs 5 mos
LPL Financial LLCBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Spc
March 2016 - May 2023 · 7 yrs 2 mos
Sigma Financial CorporationBroker
March 2016 - May 2023 · 7 yrs 2 mos
Raymond James & Associates, INC.
October 2015 - March 2016 · 5 mos
Raymond James & Associates, INC.Broker
August 2015 - March 2016 · 7 mos
Fsc Securities Corporation
February 2009 - December 2014 · 5 yrs 10 mos
Fsc Securities Corporation
August 2007 - February 2009 · 1 yr 6 mos
Fsc Securities CorporationBroker
January 2007 - December 2014 · 7 yrs 11 mos
Aig Financial Advisors, INC.Broker
October 2005 - February 2007 · 1 yr 4 mos
Sunamerica Securities, INC.Broker
July 2001 - October 2005 · 4 yrs 3 mos
Jefferson Pilot Securities CorporationBroker
January 2001 - August 2001 · 7 mos
AXA Advisors, LLCBroker
June 1999 - December 2000 · 1 yr 6 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1999 - January 2000 · 7 mos
State Registrations7 states
FLINKSMDMIMOOH
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.
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