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Anthony G. Villa

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CRD#: 803294
AV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Gambrill Villa, who also goes by Anthony G VIlla, Tony Villa, was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 1975. Anthony had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony G Villa | Tony Villa

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 9, 2012 - December 31, 2017

FINANCIAL LIFE FOCUS, LLC

RIA
CRD#: 152904
LIVINGSTON, NJ
Past

April 10, 2008 - December 19, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHESTER, NJ
Past

February 29, 2008 - December 19, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHESTER, NJ
Past

August 9, 1994 - March 12, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 17, 1988 - July 10, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

October 31, 1983 - July 6, 1988

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

May 18, 1978 - September 8, 1983

ROTAN MOSLE INC.

BD
CRD#: 727
Past

September 6, 1977 - February 16, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

January 2, 1975 - August 20, 1977

JESUP & LAMONT SECURITIES CO., INC.

BD
CRD#: 6736

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/9/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FINANCIAL LIFE FOCUS, LLC
FINANCIAL LIFE FOCUS, LLC
ABUNDANCE WEALTH PLANNING, LLC | HUDSON WEALTH ADVISORS, LLC | FINANCIAL LIFE FOCUS, LLC | FINANCIAL FOCUS, LLC

CRD#: 152904 / SEC#: 801-71195

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Contact information


Main Address
2400 Market St No. 200, Philadelphia, PA 19103
Mailing Address
Phone number
(973) 533-0666
Established
Firm type
Fiscal year end
# of Employees
8

Documents


Latest Form ADV

Part 2 Brochures

FINANCIAL LIFE FOCUS DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (1/23/2024)

Regulatory assets under management


Total Number of Accounts606
AUM (Assets Under Management)$ 379,429,431

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL LIFE FOCUS, LLC

FINANCIAL LIFE FOCUS, LLC

CRD#: 152904

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