AC
AC

Anthony James Constantine

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

6979 Chairmans Court, Concord, OH, 44060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is an independent insurance agent selling fixed life insurance, annuities, long-term care, disability insurance, and property and casualty insurance, dedicating about 10-20% of his time. He also volunteers with a charitable/fraternal organization, spending a few hours per week.

Employment History
Current Registrations
Lifemark Securities CORP.Broker
November 2018 - Present · 7 yrs 3 mos
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Foresters Equity Services, INC.
January 2011 - November 2018 · 7 yrs 10 mos
Foresters Equity Services, INC.Broker
January 2011 - November 2018 · 7 yrs 10 mos
Wrp Investments, INC.
May 2007 - December 2010 · 3 yrs 7 mos
Wrp Investments, INC.Broker
May 2007 - December 2010 · 3 yrs 7 mos
World Group Securities, INC.Broker
September 2006 - May 2007 · 8 mos
Metlife Securities INC.
May 2003 - August 2006 · 3 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
April 2003 - August 2006 · 3 yrs 4 mos
Metlife Securities INC.Broker
April 2003 - August 2006 · 3 yrs 4 mos
Signator Investors, INC.
January 2003 - April 2003 · 3 mos
Signator Investors, INC.Broker
February 1998 - April 2003 · 5 yrs 2 mos
Equity Services, INC.Broker
September 1996 - February 1998 · 1 yr 5 mos
Sun Investment Services CompanyBroker
December 1993 - November 1996 · 2 yrs 11 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony James Constantine - Financial Advisor | TrueAdvisor