Anthony
Rue

Lpl Financial LLC

CRD#6186353
Investment Advisor
in San Diego, CA

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About this Advisor

Anthony Rue is a financial advisor operating in San Diego, California, who has been in the industry for 10 years. Rue is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Morgan Stanley, Jp Morgan Chase Bank Na, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, U.S. Bancorp Investments, Inc, Tru Independence Asset Management, LLC and Lpl Financial, LLC. Rue has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Oregon and Texas. Lpl Financial LLC is a registered investment business that has its headquarters in San Diego, California. The company has offices in 9,898 locations and a total of 28,744 employees. It manages $404 billion in assets under management among its 1,517,995 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 3,162 charitable organizations. Of its 1,517,995 accounts, 31% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lpl Financial LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

CA Average: $646,059,043
Total Number of Employees

28,744

CA Average: 13
Total Number of Accounts

1,517,995

CA Average: 661
Average Account Size

$266,257

CA Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Anthony Rue Work History

Anthony has 10 years of experience.

2021 - Present (1 year)

Lpl Financial, LLC

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Tru Independence Asset Management, LLC

2017 - 2018 (1 year)

U.S. Bancorp Investments, Inc

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Bank Of America, N.A

2013 - 2014 (1 year)

Morgan Stanley

2012 - 2013 (1 year)

Jp Morgan Chase Bank Na

Disclosures

Anthony Rue has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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