Anthony Lee Allbright
Investment adviser representative at LPL Financial LLC
23 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm assets
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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
23 years in the industry.
- LPL Financial LLCMay 2025 to now
- Nusenda Credit UnionDec 2021 to now
- Deane Anthony LLCMay 2021 to now
- Cuso Financial Services, LPDec 2021 to May 2025
- Lee AllbrightFeb 2020 to Feb 2021
- Allstate Insurance CoOct 2019 to Nov 2021
- Elwood 98 LLCJun 2018 to Sep 2020
- Ameriprise Financial Services, IncMay 2018 to Sep 2019
- Century BankSep 2017 to May 2018
- Bbva Wealth Solutions Inc.Apr 2017 to Sep 2017
- Bbva Compass Insurance Agency, Inc.Mar 2017 to Sep 2017
- Bbva Securities Inc.Mar 2017 to Sep 2017
- Compass BankMar 2017 to Sep 2017
- Zermatt Properties LLCJan 2008 to Nov 2021
- Bok Financial Securities, Inc.Nov 2003 to Mar 2017
- BOKF, NANov 2003 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 2376474
- Firm CRD
- 6413