Anthony Edward Soans
Investment adviser representative at LPL Financial LLC
47 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
47 years in the industry.
- LPL Financial LLCApr 2021 to now
- Soans & Associates, IncJan 1979 to now
- Avantax Insurance Agency, LLCDec 1993 to Apr 2021
- Avantax Advisory ServicesAug 1992 to Apr 2021
- Avantax Investment Services, Inc.Sep 1991 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 2181774
- Firm CRD
- 6413