William AndersCRD Number: 6149333
Current Firm: Suntrust Investment Services, Inc.
William Anders (CRD# 6149333) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Windermere, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Suntrust Investment Services, Inc.||Atlanta, GA||Mar 2016 - Current||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2016||1|
|Morgan Stanley||Orlando, FL||Dec 2012 - Mar 2016||3|
|Aflac||Orlando, FL||Mar 2012 - Oct 2012||< 1|
|Budgetext. Corp||Fayetteville, AR||Jan 2006 - Feb 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- 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, VT, WA, WI, WV