Anthony Pitzer is a CFP-designated registered investment advisor, based in Southlake, TX, with 22 years of industry experience.
Location
2625 E. Southlake Blvd., Suite 100, Southlake, TX, 76092
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a Wealth Manager/IAR/Partner at Merit Financial Group, dedicating full-time hours to serving clients. He also works as an insurance agent providing insurance advice a few hours per week, owns rental real estate, and owns Integrity Financial Holdings LLC for tax/investment purposes.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
MML Investors Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations14 states
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