Anthony Williams, financial advisor Lakeland FL

Anthony Williams

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Anthony S. Williams
Phone Number: (850) 596-5848
Registered State(s):
  • FL
Current Firm Details
Sentinel Investment Planning, LLC
Firm's CRD Number: 283903
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,360,787
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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