Anthony Lupoli is a CFP-designated registered investment advisor at Avl Advisory LLC, based in Daytona Beach, FL, with 1 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
128 Orange Ave, Daytona Beach, FL, 32114
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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.
Learn about disclosures →Employment History
Current Registrations
Avl Advisory LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
August 2023 - November 2024 · 1 yr 3 mos
State Registrations1 state
FL
Advisor
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.