Anthony
Velarde

Lpl Financial LLC

CRD#6180974
Investment Advisor
in Oxnard, CA

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About this Advisor

Anthony Velarde is a certified financial planner based out of Oxnard, California, with 10 years of financial industry experience. Velarde currently works for Lpl Financial LLC. Over the course of their career, Velarde has held roles at Premier America Credit Union and Lpl Financial LLC. Velarde maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, South Dakota and Texas. Lpl Financial LLC is a registered investment firm operating in Oxnard, California. It has offices in 9,898 locations and a total of 28,744 financial advisors. It has $404 billion in assets among its 1,517,995 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a broad set 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. Financial advisory fee schedules typically depend on which service is offered. Fee types charged by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

1921 N. Oxnard Blvd.
Oxnard, CA 93036

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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 Velarde Work History

Anthony has 10 years of experience.

2015 - Present (7 years)

Lpl Financial LLC

2014 - Present (8 years)

Premier America Credit Union

2013 - 2014 (1 year)

Premier America Credit Union

2013 - 2013 (< 1 year)

Premier America Credit Union

2012 - 2013 (1 year)

Premier America Credit Union

Disclosures

Anthony Velarde has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brandon Allee
Anadarko, OK
Jeffrey Nist
Buffalo, NY
Diego De Los Santos
El Monte, CA
Jeff Jafolla
Doylestown, PA
Marianne Hobson
Kingston, NY
Russell Kassin
Iron Mountain, MI
Andrea Beegle
Edgewater, MD

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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