Cetera Investment Advisers LLC
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
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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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.
Cetera Investment Services LLC
William Mccartney has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Investment Advisers LLC
Saint Louis, MO
Boca Raton, FL
Garden City, ID
San Diego, CA
Saint Peter, MN
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.