EA
CFP
EA
CFP

Ekua Anyanful

22 Years of Experience
Fort Worth, TX
BrokerSells Insurance

Ekua Anyanful is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Fort Worth, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ekua operates EA Wealth Management as a DBA for her LPL business and also offers non-variable insurance products, including life, health, disability, and long-term care insurance, through the same DBA. She spends about 10-20% of her time on these activities.

Employment History
Current Registrations
LPL Financial LLC
February 2012 - Present · 14 yrs 3 mos
LPL Financial LLC
February 2012 - Present · 14 yrs 3 mos
LPL Financial LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Edi Investment Advisor Corporation
January 2012 - February 2012 · 1 mo
Edi Investment Advisor Corporation
August 2009 - December 2011 · 2 yrs 4 mos
Edi Financial, INC.Broker
July 2009 - February 2012 · 2 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2009 - July 2009 · 1 mo
Whitney Wetzel & Kuether, L.L.C.
March 2009 - July 2009 · 4 mos
LPL Financial Corporation
December 2007 - July 2009 · 1 yr 7 mos
LPL Financial CorporationBroker
December 2007 - July 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2007 · 7 mos
Citigroup Global Markets INC.
May 2007 - December 2007 · 7 mos
Citicorp Investment Services
April 2006 - May 2007 · 1 yr 1 mo
Citicorp Investment ServicesBroker
February 2006 - May 2007 · 1 yr 3 mos
Chase Investment Services CORP.
September 2004 - January 2005 · 4 mos
Chase Investment Services CORP.Broker
September 2004 - January 2005 · 4 mos
American Express Financial Advisors INC.Broker
September 2002 - September 2004 · 2 yrs
Ids Life Insurance CompanyBroker
September 2002 - September 2004 · 2 yrs
State Registrations12 states
CACOFLGAINMDNCNYOHPATXVA
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.