Anthony Atrasz is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Livonia, MI, with 16 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
19500 Victor Pkwy Ste 540, Livonia, MI, 48152
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Regulatory History (1)
Employment Separation After Allegations
November 2008Other Business Activities
Anthony operates his LPL business under two DBAs: Life Guide Financial Consultants and Pence Financial Group, dedicating full-time hours to these activities. He also has outside W-2 employment at Corewell Health and Schoolcraft College, and works as a notary.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mariner Wealth Advisors
Mainstay Capital Management, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations17 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.