William
Butler

Cetera Investment Advisers LLC

CRD#7126332
Investment Advisor
in Covington, LA

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About this Advisor

William Butler is a financial advisor who works in Covington, Louisiana with 1 year of relevant experience. Butler is currently employed by Cetera Investment Advisers LLC. Over the course of their career, Butler has held roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Compass Capital Management, Preservation Plus, Pelican Club, Kingfish Kitchen And Cocktails, Tiki Tolteca, Sazerac Bar In Roosevelt Hotel, Andrew Michael LLC, Ursa Major, Paulette'S At The River Inn, Astor Crowne Plaza, The Pelican Club, Hancock Whitney Bank, Hancock Whitney Investment Services, Inc, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Butler has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana. Cetera Investment Advisers LLC is a registered investment firm that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 advisors. It manages $33 billion in assets between its 176,986 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as 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. Financial advisory fees usually vary depending on the type of services. However, fee types charged by Cetera Investment Advisers LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

805 N Collins Blvd
Covington, LA 70433

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

LA Average: 44
Total Number of Accounts

176,986

LA Average: 2,564
Average Account Size

$188,469

LA Average: $2,603,165

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 Butler Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hancock Whitney Bank

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2022 - 2022 (< 1 year)

Hancock Whitney Investment Services, Inc

2020 - 2021 (1 year)

Hancock Whitney Bank

2020 - 2021 (1 year)

Hancock Whitney Investment Services, Inc

2019 - 2020 (1 year)

Securian Financial Services Inc

2019 - 2020 (1 year)

Minnesota Life Insurance Co

2019 - 2020 (1 year)

Compass Capital Management

2019 - 2019 (< 1 year)

Astor Crowne Plaza

2019 - 2020 (1 year)

The Pelican Club

2018 - 2019 (1 year)

Preservation Plus

2017 - 2018 (1 year)

Pelican Club

2016 - 2017 (1 year)

Kingfish Kitchen And Cocktails

2016 - 2016 (< 1 year)

Tiki Tolteca

2015 - 2016 (1 year)

Sazerac Bar In Roosevelt Hotel

2015 - 2015 (< 1 year)

Ursa Major

2013 - 2015 (2 years)

Andrew Michael LLC

2011 - 2013 (2 years)

Paulette'S At The River Inn

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Christopher Debeikes
Medford, OR
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Stuart Wilson
Athens, AL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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