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Anthony Enrique Bird

LPl Financial LLC

Slidell, LA

CRD 4910896

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-06-03
TX RA APPROVED 2021-06-03
  • LA RA
    APPROVED
    Since 2021-06-03
  • TX RA
    APPROVED
    Since 2021-06-03

Branch Locations

Slidell, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co Metairie LA 12/2014 06/2021
Mml Investors Services Llc Metairie LA 01/2015 06/2021
Lpl Financial, Llc Slidell LA 06/2021 Present
Previous Registrations
Other Businesses

1)05/2005 - REAL ESTATE RENTAL - 13597 UNIT E-13C, PENSACOLA, FL 32507 - INVESTMENT RELATED - PENSACOLA, FL 32507

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-07
  • S66 Uniform Combined State Law Examination
    2005-06-07
Other Names
  • Tony Bird
  • Anthony E. Bird

View on SEC IAPD

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