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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Qualifications

Experience

No timeline events available.
Employer Years Dates
Home Key Realty 4 years, 10 months Jan 2015 - Present
Empire Wealth Advisors Inc. 8 years, 6 months May 2011 - Present
Empire Wealth Management LLC 9 years, 1 month Oct 2010 - Present
Brokersxpress LLC 6 months Oct 2010 - Apr 2011
Chase Investment Services Corp 1 year, 10 months Dec 2008 - Oct 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Accredited Wealth Management Advisor
    Designation
    Accredited Wealth Management Advisor
    Individuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.

Articles and Answers

Insights by Anthony Tillman

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
How would an IRA receives his quarterly fees from a client that only has a 529 plan with him? Does the plan pay the IRA?
Generally, you would have to bill the client directly unless the custodian who holds the other accounts you advise on is the same as the 529 custodian. Your client should have signed an advisory contract with you and the contract would stipulate how and when those fees are collected (i.e. whether t...  (more)
Answered May 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 12, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 12, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Empire Wealth Advisors Inc.

    Last updated on Nov. 11, 2019
      • $7.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 160
        Accounts
      • $46.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges