Anthony WilliamsCRD Number: 5040427
Current Firm: Sentinel Investment Planning, LLC
Anthony Williams (CRD# 5040427) is an Investment Advisor Representative working at Sentinel Investment Planning, LLC in Lakeland, FL and has over 16 years of experience in the finance industry.
Infinex Investments, Inc.
Transamerica Financial Advisors, Inc.
Truist Advisory Services, Inc.
|Sentinel Investment Planning, LLC||Panama City, FL||Apr 2016 - Current||5|
|Harbor Financial Services, LLC||Mobile, AL||Apr 2012 - Sep 2016||4|
|Gulf Coast Community College||Panama City, FL||Oct 2003 - May 2016||12|
|Williams Asset Management, LLC||Lynn Haven, FL||Mar 2005 - Sep 2013||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management12MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$1,360,787
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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