William
Andersen
Cetera Investment Advisers LLC
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About this Advisor
William Andersen is a financial advisor working out of Commack, New York, who has 1 year of relevant experience. Andersen is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Invest Financial Corporation, Lpl Financial LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Professional Tax Savers/Suffolk Service Bureau) and Hoffman & Bentovim. Andersen has a Series 63 license, certifying them as a securities representative, and is approved to advise clients in New York and Texas. Cetera Investment Advisers LLC is a registered investment company that has its headquarters in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 financial advisors. It administers $33 billion in assets among its 176,986 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 client accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides 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 management fee schedules largely depend on which service is offered. Fees billed by Cetera Investment Advisers LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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 Andersen Work History
William has been registered as a financial advisor for 1 years.*
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Professional Tax Savers/Suffolk Service Bureau)
Hoffman & Bentovim
Lpl Financial LLC
Invest Financial Corporation
*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 Andersen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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