Anthony
Rue
Lpl Financial LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
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Answer a few questions to get a personalized match.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.
Lpl Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Tru Independence Asset Management, LLC
U.S. Bancorp Investments, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley
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
Fort Mill, SC
Saint Louis, MO
Spokane, WA
Bellevue, WA
Oxnard, CA
San Diego, CA
Seattle, WA
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.
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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.