William Levant, financial advisor Franklin TN
90 score

William Levant

CRD Number: 5502071
Current Firm: Arlington Partners LLC

William Levant (CRD# 5502071) is an Investment Advisor Representative working at Arlington Partners LLC in Franklin, TN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Arlington Partners, LLC Birmingham, AL Jul 2011 - Current 5
Arlington Partners, LLC Birmingham, AL Jan 2007 - Jul 2011 4
Mcdonald Investment Company Birmingham, AL Oct 2001 - Dec 2006 5

William Levant has no recent exams reported.
Contact Info for William A. Levant
Phone Number: 205.488.4300
Registered State(s):
  • AL
  • FL
  • GA
  • NC
  • TX
  • VA
  • CT
  • NH
  • TN
By the Numbers
  • Total Assets Under Management
    1,113
    MILLIONS
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $1,915,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CT, FL, GA, MS, NC, NH, TN, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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