William
Hetzel

Prospera Financial Services, Inc

CRD#7628602
Investment Advisor
in Jennings, LA

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About this Advisor

William Hetzel is a financial advisor based in Jennings, Louisiana, working with Prospera Financial Services, Inc. William has previously held positions at Rob Cameron State Farm, Jd Bank, The Evangeline Bank, and Prospera Financial Services Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, William is part of Prospera Financial Services, Inc, which operates out of Jennings, Louisiana. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

403 E Academy Ave
Jennings, LA 70546

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,913,077,866

LA Average: $3,042,739,679
Total Number of Employees

240

LA Average: 49
Total Number of Accounts

20,915

LA Average: 2,315
Average Account Size

$378,345

LA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

William Hetzel Work History

2022 - Present (2 years)

Prospera Financial Services Inc

2020 - 2022 (2 years)

The Evangeline Bank

2016 - 2020 (4 years)

Jd Bank

2013 - 2016 (3 years)

Rob Cameron State Farm

Disclosures

Please visit the SEC profile of William Hetzel 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 Prospera Financial Services, Inc

Nicholas Cipriano
Rancho Santa Fe, CA
David Shafranek
Dallas, TX
Tyler Lewis
Laconia, NH
Jed Kutzen
Melrose, MA
Anna Houser
Belmont, NC
Charles Evans
Dallas, TX
Nikki Brooks
Dallas, TX
Joseph Giardano
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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