Sentinel Investment Planning, LLC

Sentinel Investment Planning, LLC (CRD# 283903) is a financial advisory firm headquartered in , . They manage $10,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,000,000
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sentinel Investment Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Williams, financial advisor Lakeland FL
Anthony S. Williams
CRD#: 5040427
Lakeland, FL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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