AP
AP

Anthony Pelfrey

1 Year of Experience
Westerville, OH
BrokerSells Insurance

Anthony Pelfrey is a registered investment advisor, based in Westerville, OH, with 1 years of industry experience.

Location

6449 N. Hamiton Roa, Westerville, OH, 43081

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Anthony owns an insurance agency affiliated with State Farm, where he services customers and supervises employees, dedicating about half of his time. He also owns a rental property, spending minimal time on it.

Employment History
Current Registrations
State Farm Vp Management CORP.
May 2024 - Present · 2 yrs
State Farm Vp Management CORP.Broker
May 2024 - Present · 2 yrs
State Farm Investment Management CORP.
April 2024 - Present · 2 yrs 1 mo
State Registrations4 states
INKYOHPA
AdvisorBrokerBoth

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.
Anthony Pelfrey - Financial Advisor | TrueAdvisor