William Anlyan, financial advisor Wilmington NC

William Anlyan

CRD Number: 2774334
Current Firm: Lumina Wealth Management, LLC

William Anlyan (CRD# 2774334) is an Investment Advisor Representative working at Lumina Wealth Management, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lumina Wealth Management, LLC Wilmington, NC Jan 2018 - Current 2
Anlyan And Hivley Asset Management, Llc (anlyan & Hively Private Wilmington, NC Aug 2009 - Dec 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for William G. Anlyan
Phone Number: 910-599-9409
Firm Website: http://www.luminawm.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $315,489
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

NC, TX

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

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