Anthony Velarde is a CFP-designated registered investment advisor, based in Woodland Hills, CA, with 10 years of industry experience.
Location
6303 Owensmouth Ave, 10th Floor, Suite 997, Woodland Hills, CA, 91367
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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
Anthony is a registered sales associate with Premier America Credit Union Insurance Division, selling non-variable insurance, dedicating about 10-20% of his time. He also operates Premier America Wealth Management Group as a DBA for his LPL business, spending about a quarter of his time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations20 states
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