AP
CFP
AP
CFP

Anthony Wayne Pitzer

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

2625 E. Southlake Blvd., Suite 100, Southlake, TX, 76092

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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 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
August 2024 - Present · 1 yr 6 mos
Merit Financial Advisors
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
November 2007 - August 2024 · 16 yrs 9 mos
MML Investors Services, INC.Broker
January 2006 - November 2007 · 1 yr 10 mos
Lincoln Financial Advisors Corporation
February 2003 - September 2005 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
January 2003 - September 2005 · 2 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
January 2003 - September 2005 · 2 yrs 8 mos
State Registrations14 states
ARAZCACOFLINLANCNMNVNYOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Wayne Pitzer - Financial Advisor | TrueAdvisor