WA
William Anlyan
from Lumina Wealth Management, LLC
William Anlyan is a financial advisor based in North Carolina, Wilmington,
with 28 years of experience. William currently works for
Lumina Wealth Management, LLC.
William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Anlyan works at Lumina Wealth Management, LLC
Lumina Wealth Management, LLC is a financial advisory firm based in Wilmington, North Carolina. It currently has approximately $146,047,702 of assets under management and employs about 3 people. Lumina Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1508 Military Cutoff Road, Suite 302, Wilmington, North Carolina, 28403
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