William Levant is a CFA-designated registered investment advisor at Arlington Partners LLC, based in Birmingham, AL, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $2.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL, 35203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Chief Investment Strategist of Arlington Trust Company, Inc., an affiliated entity of Arlington Partners, LLC.
Employment History
Current Registrations
Arlington Partners LLC
State Registrations1 state
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Exams
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