William Lavanne
William Lavanne is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lake Zurich, IL, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
765 Ela Rd Ste 312, Lake Zurich, IL, 60047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a licensed insurance agent offering fixed, life, disability, annuities, and long-term care insurance. He is also a member of James Hamlin Financial Services, LLC, owner of JHFS Management Corporation and JHFS LLC DBA Traverse Financial Solutions, and owner of JHFS Limited Partners, LP.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pnmr Securities, INC.Broker
Pnmr Securities, INC.Broker
Safeco Securities, INC.Broker
Nel Equity Services CorporationBroker
State Registrations30 states
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