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Anthony R

Series 63, Series 65

San Diego, CA

LPL Financial

Anthony Ricci is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 11 years before joining LPL Financial in 2019. Ricci is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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