Anthony MailhotCRD Number: 4558281
Current Firm: 1st Global Advisors Inc.
Anthony Mailhot (CRD# 4558281) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Olympia, WA and has over 14 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|1st Global Insurance Services, Inc.||Olympia, WA||Aug 2005 - Current||11|
|1st Global Advisors, Inc.||Olympia, WA||Nov 2002 - Current||14|
|1st Global Capital Corp||Olympia, WA||Jul 2002 - Current||14|
|Frost & Company, P.s.||Olympia, WA||May 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV