Anthony
Doctor

Lpl Financial LLC

CRD#6250818
Investment Advisor
in Pagosa Springs, CO

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About this Advisor

Anthony Doctor is a financial advisor based in Pagosa Springs, Colorado, with a total of 5 years of relevant experience. Doctor is on the advisory team at Lpl Financial LLC. Over the course of their career, Doctor has held roles at Dr Builders LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Scott Strategic Investments LLC and Lpl Financial, LLC. Doctor has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Lpl Financial LLC is a registered investment company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. The business performs a broad array 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 management fee schedules are based on the type of financial services offered. Fee types charged by Lpl Financial LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

189 Talisman Dr Ste D
Pagosa Springs, CO 81147

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

CO Average: 13
Total Number of Accounts

1,688,501

CO Average: 661
Average Account Size

$217,956

CO Average: $977,396

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 Doctor Work History

Anthony has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial, LLC

2013 - Present (11 years)

Scott Strategic Investments LLC

1993 - Present (31 years)

Dr Builders LLC

2014 - 2018 (4 years)

Raymond James Financial Services Advisors Inc

2014 - 2018 (4 years)

Raymond James Financial Services, Inc

2013 - 2014 (1 year)

Raymond James Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Doctor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Mason
Biloxi, MS
Rebecca Chiccino
Charlestown, MA
Hope Hoch
Oldsmar, FL
John Gehlhaart
Waukesha, WI
Scott Feher
Walnut Creek, CA
James Mullen
The Villages, FL
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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

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