Anthony Peter Junjulas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → Present
  Lpl Financial Llc
  Fishkill, NY
• 12/2016 → Present
  Hudson Valley Credit Union
  Fishkill, NY
• 06/2014 → 11/2016
  Pizza Phil
  Fishkill, NY

Other Businesses

1)11/17/2020- Wealth Management at Hudson Valley Credit Union- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)11/17/2020- Wealth Management at Hudson Valley Credit Union- Financial Institution Duty / Financial Service Rep III- Fishkill, NY- start date 12/6/2016- 160hrs/mth

Exams

• S66 Uniform Combined State Law Examination
  2026-06-17
• S63 Uniform Securities Agent State Law Examination
  2021-03-05

Other Names

• Anthony Peter Junjulas
• Anthony Junjulas