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Anthony Ventura

Primerica Advisors
10 Years of Experience
Cincinnati, OH
5 DisclosuresBroker
View SEC Summary
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Anthony Ventura is a registered investment advisor at Primerica Advisors, based in Cincinnati, OH, with 10 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9918 Carver Road, Suite 110-C, Cincinnati, OH, 45242

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History

Regulatory History (5)
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.
Regulatory
May 2021
Final
Financial
February 2021
Final
Financial
October 2020
Final
Financial
August 2020
Final
Financial
June 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC for loan product sales and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
April 2024 - Present · 2 yrs 6 mos
PFS Investments INC.Broker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
W&s Brokerage Services, INC.Broker
January 2022 - April 2022 · 3 mos
Touchstone Securities, INC.Broker
September 2021 - January 2022 · 4 mos
PNC InvestmentsBroker
January 2014 - November 2018 · 4 yrs 10 mos
Fifth Third Securities, INC.Broker
February 2013 - July 2013 · 5 mos
PFS Investments INC.Broker
December 2009 - December 2011 · 2 yrs
State Registrations1 state
OH
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.
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