Anthony Alfieri
Anthony Alfieri is a registered investment advisor at LPL Financial LLC, based in Landenberg, PA, with 25 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
Landenberg, PA
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2009Criminal
November 1990Criminal
June 1989Other Business ActivitiesSells Insurance
Anthony operates Alfieri & Associates as a DBA for his LPL business, dedicating nearly all of his time. He also owns Anthony Fieri, LLC, a tax preparation/accounting/CPA business, taking about 10-20% of his time. Additionally, Anthony sells whole life and term insurance through Alfieri and Associates, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
State Registrations12 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.