Anthony Lodovico
Anthony Lodovico is a CFP-designated registered investment advisor at LPL Financial LLC, based in Frankfort, IL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
10235 W. Lincoln Hwy, Frankfort, IL, 60423
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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 associated with Lodovico Wealth Management, LLC and Valor Capital Partners LLC, both DBAs for his LPL business. He also dedicates minimal time to the Village of Orland Park and Valor Capital Partners Insurance Group, LLC, an insurance agency, though he reports zero hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations10 states
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