Anthony Keith Helton

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

06/03/2002 MEMBER OF A LIMITED LIABILITY COMPANY, NORTH CASTLE HTS PROPERTIES, LLC 1020 CASTLE HTS AVE N STE C LEBANON, TN 37087, MEMBER/OWNER, REVIEW CASH FLOWS AND BALANCE SHEET FOR PROPERTY OWNED BY NCHP, LLC.,1HR PER MTH 0 COMPENSATION 10/15/2006 -COMMITTEE MEMBER, QUALIFIED PLANS SOUTHEAST, INC. 507 BURROUGHS ST SUITE 112 MORGANTOWN, WV 26505, EDUCATION COMMITTEE MEMBER, PLANNING OF VENUE AND CONTENT OF ANNUAL QUALIFIED PLANS EDUCATION CONFERENCE. 3 HRS/MTH $500 ANNUAL COMPENSATION - VARIOUS OUTSIDE INSURANCE BROKERAGE BUSINESS WAYPOINT FINANCIAL PARTNERS, LLC Name: The Greater Nashville Church Add: 3646 Murfreesboro Pike Antioch, TN 37013 Start date: 06/27/2024 Hours/Month: 20 Title: Elder: make ecclesiastical decisions for the church.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1991-07-03

Designations

• Certified Financial Planner

Other Names

• Tony Helton