Skip to content

Anthony Paul Campagni

Investment adviser representative at LPL Financial LLC
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets

Are you Anthony Paul Campagni? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

33 years in the industry.

  1. LPL Financial LLCNov 2024 to now
  2. Strata Financial GroupJan 1999 to now
  3. Royal Alliance Associates, Inc.Nov 1997 to Nov 2024
  4. Harrington Asset ManagementMar 1993 to Jan 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1795595
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
CallContact this firm