AB
AB

Anthony Bucci

23 Years of Experience
Troy, MI
2 DisclosuresBrokerSells Insurance

Anthony Bucci is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 23 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.

Loading...

Location

3520 W Big Beaver Rd Ste 302, Troy, MI, 48084

Get directions

History

Regulatory History (2)
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.
Customer Dispute
March 2010
Settled
Customer Dispute
July 2006
Settled
Other Business ActivitiesSells Insurance

Anthony operates under the DBA Mission Point Planning and Retirement for his LPL business and Mission Point Federal Benefits for non-variable insurance. He is also an author and blogger, dedicating minimal time to this activity, and an assistant lacrosse coach at Notre Dame Prep High School, also dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
December 2013 - December 2021 · 8 yrs
Securities America Advisors, INC.
December 2013 - December 2021 · 8 yrs
Oneamerica Securities, INC.
November 2009 - December 2013 · 4 yrs 1 mo
Oneamerica Securities, INC.Broker
August 2009 - December 2013 · 4 yrs 4 mos
AXA Advisors, LLC
April 2008 - August 2009 · 1 yr 4 mos
AXA Advisors, LLCBroker
February 2003 - August 2009 · 6 yrs 6 mos
State Registrations10 states
CACTFLMIMSNCNENHTNTX
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.