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Anthony Michael Coyne

LPl Financial LLC

Camarillo, CA

Camarillo, CA

CRD 2398240

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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
CA RA APPROVED 2025-11-10
  • CA RA
    APPROVED
    Since 2025-11-10

Branch Locations

2310 E. Ponderosa Dr, Ste 2, Camarillo, CA 93010-4747 • United States

2310 E. Ponderosa Dr, Ste 2, Camarillo, CA 93010 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Camarillo CA 08/2002 Present
Coyne Wealth Management Camarillo CA 04/2015 Present
Householder Group Estate & Retirement Specialists Camarillo CA 09/2015 Present
  • 08/2002 → Present
    Camarillo, CA
  • 04/2015 → Present
    Coyne Wealth Management
    Camarillo, CA
  • 09/2015 → Present
    Householder Group Estate & Retirement Specialists
    Camarillo, CA
Previous Registrations
  • 2015-09-23 → 2025-12-15
    Householder Group Estate & Retirement Specialists
    Camarillo, CA
Other Businesses

(1) 07/12/2011- NO BUSINESS NAME - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - Rental Income from office sharing. The lease for the office is in my name and Steve Behunin subleases from me - 1% TIME SPENT. (2) 04/09/2015 - COYNE WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - Financial Advisory through LPL Financial - OBA START 4/15/2015 - 150 HRS PER MONTH/120 HRS DURING TRADING. (3) 3/26/2018 - Coyne Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/01/2015 - 150 Hours Per Month/100 Hours During Securities Trading. (4) 5/14/2018 - HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS - Investment Related - At Reported Business Locations(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/11/2015 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Householder Group Estate & Retirement Specialists, an independent investment advisor firm. I started this business activity in 09/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-19
  • S63 Uniform Securities Agent State Law Examination
    1993-10-19

View on SEC IAPD

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