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Anthony De marco

Investment adviser representative at LPL Financial LLC
4 yearsExperience
3 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

4 years in the industry.

  1. LPL Financial LLCAug 2018 to now
  2. Proven Recruiting Agency: On Contract w LPL FinancialFeb 2018 to Aug 2018
  3. UnemployedDec 2017 to Feb 2018
  4. San Diego State University Aztec RecreationAug 2015 to Dec 2017
  5. Full Time StudentAug 2014 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 3 states (CA, NC, SC).

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
7009931
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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