Anthony Michael Coyne

LPL Financial LLC

31 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

2310 Ponderosa Drive, Suite 2, Camarillo, CA, 93010

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2020

Denied

Customer Dispute

December 2002

Denied

Customer Dispute

July 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Anthony receives rental income from office sharing, dedicating minimal time to this activity. He also works full-time providing financial advisory services through Coyne Wealth Management and Householder Group Estate & Retirement Specialists.

Employment History

Current Registrations

LPL Financial LLC

November 2025 - Present · 3 mos

Householder Group Estate & Retirement Specialists

September 2015 - Present · 10 yrs 5 mos

LPL Financial LLCBroker

August 2002 - Present · 23 yrs 6 mos

Previous Registrations

LPL Financial LLC

August 2013 - September 2016 · 3 yrs 1 mo

Wm Financial Services, INC.Broker

May 1998 - September 2002 · 4 yrs 4 mos

Great Western Financial Securities CorporationBroker

March 1998 - May 1998 · 2 mos

Fimco Securities Group, INC.Broker

May 1996 - February 1998 · 1 yr 9 mos

Dean Witter Reynolds INC.Broker

July 1995 - April 1996 · 9 mos

Financial Network Investment CorporationBroker

September 1993 - July 1995 · 1 yr 10 mos

State Registrations13 states

AZCACOFLIDMINCNVNYORTNTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.