WL
CFA
WL
CFA

William Anthony Levant

17 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
16 clients
Average Client Portfolio
$103.4M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Investment management only
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Location

The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL, 35203

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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
March 2008 - Present · 17 yrs 11 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.