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William Shepherd Anders

Allstate Financial Advisors, LLC

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About William Shepherd Anders

William Anders is a financial advisor who has been in the industry since 2015. William is currently registered with Allstate Financial Advisors, LLC in Easley, South Carolina. William previously worked at CABOT LODGE SECURITIES LLC, SUNTRUST INVESTMENT SERVICES, INC., and MORGAN STANLEY. William holds Series 7, 7TO, 66, and SIE licenses. William is licensed in South Carolina.

Firm Information

William Anders is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Third party advisory fees

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William Anders’s Registration & Firm History

SC

03/08/2023 - Present

Allstate Financial Advisors, LLC (Easley SC)

SC

09/30/2019 - 12/31/2021

CABOT LODGE SECURITIES LLC (Greenville SC)

FL

03/18/2016 - 10/05/2017

SUNTRUST INVESTMENT SERVICES, INC. (APOKA FL)

FL

02/11/2013 - 04/11/2016

MORGAN STANLEY (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 04/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Shepherd Anders.
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