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Anthony Raad

15 Years of Experience
Tysons, VA
BrokerSells Insurance

Anthony Raad is a registered investment advisor at LPL Financial LLC, based in Tysons, VA, with 15 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

1775 Tysons Blvd, 5th Fl, Tysons, VA, 22102

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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

Anthony is an insurance agent selling life insurance, fixed annuities, and long-term care, dedicating minimal time to this activity. He also operates under Vestar Global and Sahouri Financial Services, DBAs for his LPL business, and owns Tempo Productions LLC, providing DJ services, also dedicating minimal time to this.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs
LPL Financial LLCBroker
July 2021 - Present · 5 yrs
LPL Financial LLC
July 2021 - Present · 5 yrs
Previous Registrations
Cetera Advisors LLCBroker
February 2016 - August 2021 · 5 yrs 6 mos
Cetera Advisors LLC
February 2016 - August 2021 · 5 yrs 6 mos
Suntrust Investment Services, INC.
December 2014 - February 2016 · 1 yr 2 mos
Suntrust Investment Services, INC.Broker
December 2014 - February 2016 · 1 yr 2 mos
Capital One Financial Advisors LLC
August 2011 - December 2014 · 3 yrs 4 mos
Capital One Investment Services LLCBroker
March 2011 - December 2014 · 3 yrs 9 mos
State Registrations7 states
CODCINMDNVNYVA
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.