William
Lourcey
Cetera Advisors LLC
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About this Advisor
William Lourcey is a financial advisor who works in Arlington, Texas who has 5 years of relevant experience. Lourcey is on the advisory team at Cetera Advisors LLC. Throughout their career, Lourcey has worked at Lpl Financial, Ameriprise Financial Services, Inc, Walton Lourcey Wealth Advisors and Cetera Advisors. Lourcey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Cetera Advisors LLC is a company that has its headquarters in Englewood, CO. The company has offices in 692 locations and a total of 1,047 employees. It manages $21 billion in assets under management among its 90,646 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 294 charitable organizations. Of its 90,646 client accounts, 26% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cetera Advisors LLC has a wide assortment 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Cetera Advisors LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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 Lourcey Work History
William has been registered as a financial advisor for 5 years.*
Walton Lourcey Wealth Advisors
Cetera Advisors
Ameriprise Financial Services, Inc
Lpl Financial
*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 Lourcey 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 Advisors LLC
Saint Louis, MO
Waterloo, IA
Boca Raton, FL
Missoula, MT
San Diego, CA
San Luis Obispo, CA
Lake Oswego, OR
Franklin, WI
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