Anthony Williams
Anthony Williams is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 31 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7025 N Scottsdale Rd #115, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is president/financial advisor for Orthopaedist Advisory Group and Mosaic Financial Associates, spending nearly full-time on these roles. He also works as an insurance agent selling life, disability, and long-term care insurance, and provides insurance products for clients, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations30 states
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