Tony Pritchett
Tony Pritchett is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbus, OH, with 20 years of industry experience. Tony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2600 Oakstone Drive, Suite #16, Columbus, OH, 43231
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tony operates under several DBAs for his LPL business and is an IAR for Strategic Retirement Partners and Global Retirement Partners. He spends about half of his time on investment advisory services through Global Retirement Partners, which terminated in June 2024.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ard Advisory Services, LLC
Wellth Advisory Services, LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
High Street Securities, INC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Nationwide Investment Services CorporationBroker
Fifth Third Securities, INC.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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
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