Anthony Oss is a registered investment advisor at LPL Financial LLC, based in Coeur D'Alene, ID, with 9 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
2100 Northwest Blvd, Suite 400, Coeur D'Alene, ID, 83814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is involved in real estate rental since 2017 and several investment-related business entities. He dedicates about 10-20% of his time to CP-5185 PC and Magnuson, McHugh, Dougherty CPAs LLC, and a few hours per week to Magnuson, McHugh Wealth Management, MM&Co Wealth Management, and Oss Wealth Management.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations22 states
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.