Anthony Williams (CRD# 5040427) is an Investment Advisor Representative working at Sentinel Investment Planning, LLC in Lakeland, FL and has over 18 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sentinel Investment Planning, LLC | Panama City, FL | Apr 2016 - Current | 8 |
| Harbor Financial Services, LLC | Mobile, AL | Apr 2012 - Sep 2016 | 4 |
| Gulf Coast Community College | Panama City, FL | Oct 2003 - May 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- FL
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$2,000,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
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