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William Anthony Carrington

William A. Carrington

CARRINGTON FINANCIAL PLANNING
Fort Lauderdale, FL
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CRD#: 5902066
William Anthony Carrington

Professional summary


William Anthony Carrington, CFP®, who also goes by William Anthony Brown, William Carrington, is a registered financial advisor currently at CARRINGTON FINANCIAL PLANNING, LLC located in Fort Lauderdale, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Investment Planning
Retirement Income Management
Education Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases


William Anthony Brown | William Carrington

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Anthony Carrington's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2013

Experience


Current

April 20, 2011 - Present

CARRINGTON FINANCIAL PLANNING, LLC

RIA
CRD#: 156554
Fort Lauderdale, FL

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
California
(10/31/2023)
IAR
District of Columbia
(9/17/2014)
IAR
Florida
(7/1/2011)
IAR
Louisiana
(3/4/2016)
IAR
New York
(7/31/2023)
IAR
North Carolina
(8/12/2024)
IAR
Texas
(5/1/2015)
IAR
Virginia
(4/20/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/15/2011
Uniform Investment Adviser Law Examination

Current Firm


CARRINGTON FINANCIAL PLANNING, LLC
CARRINGTON FINANCIAL PLANNING, LLC
CARRINGTON FINANCIAL PLANNING, LLC

CRD#: 156554 / SEC#:

California
Registered Investment Advisory firm - (10/31/2023 Approved)
District of Columbia
Registered Investment Advisory firm - (9/17/2014 Approved)
Florida
Registered Investment Advisory firm - (7/1/2011 Approved)
Louisiana
Registered Investment Advisory firm - (3/4/2016 Approved)
New York
Registered Investment Advisory firm - (7/31/2023 Approved)
North Carolina
Registered Investment Advisory firm - (8/12/2024 Approved)
Texas
Registered Investment Advisory firm - (9/21/2023 Approved)
Virginia
Registered Investment Advisory firm - (4/20/2011 Approved)
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Contact information


Main Address
Fletcher, NC
Mailing Address
Phone number
(305) 209-4724
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts52
AUM (Assets Under Management)$ 13,775,603

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CARRINGTON FINANCIAL PLANNING, LLC

CARRINGTON FINANCIAL PLANNING, LLC

CRD#: 156554Fort Lauderdale, FL

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Contact information


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