Anthony Titus (CRD# 5581731) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities | Parkersburg, WV | Mar 2020 - Current | 4 |
| Bankers Life | Parkersburg, WV | Mar 2020 - Current | 4 |
| Bankers Life Advisory Services | Parkersburg, WV | Mar 2020 - Current | 4 |
| Advanced Healthcare Solutions LLC | Washington, WV | Jan 2018 - May 2023 | 5 |
| Bankers Life Securities, Inc. | Hurricane, WV | May 2016 - Mar 2020 | 3 |
| Bankers Life And Casualty Company | Hurricane, WV | Jun 2015 - Mar 2020 | 4 |
| Bankers Life And Casualty Company | Hurricane, WV | Jun 2015 - Mar 2020 | 4 |
| Proequities, Inc. | Hurricane, WV | Jul 2015 - May 2016 | < 1 |
| The Huntington Investment Company | Columbus, OH | Apr 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- WV
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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