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Manager Overview
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At Wallstreet Texas, it is our mission to establish long-term relationships of confidence and mutual trust with each of our clients by providing them with the guidance and mix of superior products and services that will assist them in achieving their financial goals and objectives.
Wallstreet Texas is an independent, full service investment and brokerage firm with over 60 years of professional experience in the strategic planning and implementation of financial plans and services for a wide range of individuals and businesses alike. Affiliated with the nation’s largest independent broker/dealer, LPL Financial Services, the financial professionals of Wallstreet Texas pride themselves on the ability to offer their clients both the best in financial services and products, as well as sound, independent and objective financial advice.
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Experience & Disclosure
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My CRD Number:
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4103645 |
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Firm CRD Number:
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6413 |
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Work Experience:
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Anthony came to Wallstreet Texas in 2004 from leading national investment firm. He began his career in the financial services field in 1999 as a Financial Advisor.
Anthony L. Williams, originally from Wyoming, has been a Houstonian since 1979. He has been the business of wealth management since 1999, and the years to follow proved to be one of the most challenging and rewarding times in the financial markets, and for our country. This giving him the experience and knowledge to successfully navigate through the good, the bad, and the ugly of the markets, so that his clients can come out on top. He adds a key perspective to the Wallstreet Texas team of advisors. He has been featured and written articles for both financial and non-financial magazines and publications. Anthony has been instrumental in helping families, individuals, and businesses within The Greater Houston Area achieve their financial goals. Additionally, Anthony stays active in the community by donating his time to a variety of organizations.
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Academic Background:
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B.S., Texas Southern University
MBA in progress at University of Houston Sugarland |
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Services
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Types of Investments:
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Individuals
Online Account Access
Money Markets
Corporate Bonds
Municipal Bonds
GNMA
Individual Stocks
Mutual Funds
Options
Real Estate Investment Trusts (REIT)
Fixed Annuities
Life Insurance
Long Term Care Insurance
Retirement Plans
IRA Plans
529 Plans
403 (b) Plans
Trust Services
Estate Planning
Notary Services
Structured Settlements
Fee Based Asset Management offered through LPL
Business Services
Retirement Plans – 401 (k), 403 (b), SIMPLE IRA, SEP, etc.
Life Insurance for Buy/Sell Agreements, Key Man Coverage, etc.
Trust Services
Short Term Asset and Long Term Asset Management through LPL
Debt Management
Money Markets
Industry Partnerships
Property / Casualty Insurance
Health Insurance
Tax Consultation / Planning
Tax Preparation
Legal Document Preparation
Company Benefit solutions
Estate Planning
Certified Public Accountants
Third Party Administrators |
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Qualifications
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Certifications, Accreditations and Designations:
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Securities: Series 7 & 63
Insurance: General Lines Agent - Life, Accident, Health and HMO |
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Number of Advisors in Office:
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11 |
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Compensation
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New Client Minimum Portfolio Size:
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$100,000 |
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Fee:
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Varies |
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Money Manager Articles
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Is It Time to Rethink Risk? - 06/23/2009
Investing for the Times of Your Life - 05/15/2009
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