Antonio Bugli
Antonio Bugli is a registered investment advisor at LPL Financial LLC, based in Rochester Hills, MI, with 2 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
1460 Walton Blvd Ste 65, Rochester Hills, MI, 48309-1729
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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
Antonio operates DDR Wealth Advisors as a DBA for LPL business, dedicating nearly full-time hours to it. He also works with DDR Wealth Advisors LLC involving non-variable insurance, taking about 10-20% of his time, and is an admin assistant for Michigan Pension Group, spending about 10% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations7 states
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