Anthony G. Avila
Professional summary
Anthony Gene Avila, who also goes by Tony Avila, is a registered financial professional currently at BUILDER ADVISOR GROUP, LLC located in Plymouth Meeting, Pennsylvania.
Anthony is registered as a RR (Registered Representative) and started their career in finance in 1997. Anthony has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 79, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Anthony Gene Avila's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 1, 2012 - Present
BUILDER ADVISOR GROUP, LLC
Office #2: 770 Tamalpais Drive, Suite 401b, Corte Madera, CA 94925July 9, 2012 - September 18, 2012
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
March 4, 2002 - March 26, 2008
CITIZENS JMP SECURITIES, LLC
October 1, 1997 - February 28, 2002
BANC OF AMERICA SECURITIES LLC
August 14, 1997 - October 1, 1997
MONTGOMERY SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/5/2012)
(6/23/2025)
(12/20/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BUILDER ADVISOR GROUP, LLC
CRD#: 156515 / SEC#: , 8-68801
Contact information
FINRA licenses (3 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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