Anthony
Soeira
Lpl Financial LLC
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About this Advisor
Anthony Soeira is a financial advisor based in Fort Lee, New Jersey, working with Lpl Financial LLC. Anthony has previously held positions at Santander Bank, Na, Santander Securities, LLC, Brooks Brothers, M&T Bank, and Lpl Financial LLC. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Anthony is part of Lpl Financial LLC, which operates out of Fort Lee, New Jersey. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Soeira Work History
M&T Bank
Lpl Financial LLC
Santander Securities, LLC
Santander Bank, Na
Brooks Brothers
Disclosures
Please visit the SEC profile of Anthony Soeira 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
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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