Anthony Cassious Nelson
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, IncMar 2022 to Jul 2024
- Cuna Mutual GroupMar 2022 to Jul 2024
- LPL FinancialSep 2018 to Mar 2022
- Five Star BankDec 2017 to Mar 2022
- ForeperformanceMay 2014 to Sep 2018
- Suny Brockport CollegeJan 2014 to May 2017
- Wegmans WarehouseApr 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7021757
- Firm CRD
- 6413