AP
Anthony G. Panagiotu
Gig Harbor, WA
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CRD#: 4064097
AP
Anthony George Panagiotu
Professional summary
Anthony George Panagiotu was a registered financial advisor .
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Anthony had worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Cascade 401k Consultants a.Not Investment Related. b.Please see above for address, position, title, and start date for this position. c.Third-party administrator of qualified retirement plans and provider of legal, accounting, and compliance services to plan sponsors. d.I devote 10 hours per week to this other business. e.I devote an average of 2 hours per day during securities trading hours to this other business. f.I oversee the operations of the company and occasionally meet with clients and staff as needed. 2.Boon Electric a.Not Investment Related b.P.O. Box 797, Columbia, MO 65205 c.Electric Cooperative d.Board of Directors e.Board Member f.This relationship started in December of 2022. g.I devote 30 hours per year to this other business; h. I devote an average of 30 hours a year during securities trading hours to this other business. Three times per year, there is a board meeting that lasts about 3 hours and pre-reading that lasts anywhere from 2 to 6 hours. i.Member of the board of directors 3.Madsen Electric a.Not Investment Related b.3939 S Orchard St, Tacoma, WA 98466 c.Electric Cooperative d.Board of Directors e.Board Member f.This relationship started in April of 2005. g.I devote 20 hours per year to this other business; h. I devote an average of 20 hours a year during securities trading hours to this other business. Three times per year, there is a board meeting that lasts between 2 and 3 hours and pre-reading that lasts anywhere from 1 to 3 hours. i.Member of the board of directors
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2026 - Present
Gig Harbor, WA
Past
November 24, 1999 - November 18, 2003
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(9/29/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 6
Passed: 11/23/1999
Investment Company Products/Variable Contracts Representative Examination
Current firm
No current employment
Red Flags
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