Anthony
Losh
Comerica Securities
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About this Advisor
Anthony Losh is a certified financial planner who works out of Palm Beach Gardens, Florida who has 14 years of relevant experience. Losh is on the advisory team at Comerica Securities. They have been with Comerica Securities for the entirety of their career. Losh maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California, Florida, Georgia, Kansas, Maine, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania and Utah. Comerica Securities is an advisory company based in Detroit, MI. The firm has offices in 24 locations and a total of 211 people on staff. It has $2 billion in total assets across its 4,527 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 4,527 accounts, 28% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which service is offered. However, fees charged by Comerica Securities can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comerica Securities Brokerage Details
$2,385,128,214
211
4,527
$526,867
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Anthony Losh Work History
Anthony has been registered as a financial advisor for 14 years.*
Comerica Securities, 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 Losh 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 Comerica Securities
Bloomfield Hills, MI
Phoenix, AZ
Detroit, MI
Grand Rapids, MI
Dallas, TX
Farmington, MI
Farmington, MI
Los Angeles, CA
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.
