William
Mccartney

Cetera Investment Advisers LLC

CRD#4225850
Investment Advisor
in Augusta, GA

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About this Advisor

William Mccartney is an investment advisor based in Augusta, Georgia. Currently a registered advisor with Cetera Investment Advisers LLC, they have accumulated 10 years of professional experience as a financial advisor. Mccartney has Series 66 and Series 63 licenses, designating the advisor as a securities agent. Mccartney is able to work with customers in Georgia. During their career, Mccartney has held roles at Wells Fargo, Regions Bank and Cetera Investment Services LLC. Cetera Investment Advisers LLC is headquartered in Augusta, Georgia, and has 1,614 other brick-and-mortar locations across the country. Overall, Cetera Investment Advisers LLC oversees $16 billion in assets covering 78,591 client accounts and employs more than 2,358 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 70,273 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cetera Investment Advisers LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4129 Columbia Road
Augusta, GA 30907

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

GA Average: $6,674,516,078
Total Number of Employees

2,358

GA Average: 44
Total Number of Accounts

78,591

GA Average: 2,564
Average Account Size

$201,910

GA Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Mccartney Work History

William has 10 years of experience.

2014 - Present (8 years)

Cetera Investment Services LLC

2012 - Present (10 years)

Regions Bank

2010 - 2012 (2 years)

Wells Fargo

Disclosures

William Mccartney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Dimitar Mushkov
Saint Louis, MO
Nicholas Agostino
Boca Raton, FL
Stephen Stech
Garden City, ID
Evan Cantalupo
San Diego, CA
Mary Bryan
Madison, MS
Keith Maurer
Bloomington, IL
Joseph Zito
Iselin, NJ
Michael Kittelson
Saint Peter, MN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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