Kurt Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Aurora, OR, with 40 years of industry experience. Kurt 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
21356 Hubbard Cutoff Rd NE Ste 50, Aurora, OR, 97002
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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.
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Kurt is involved with Cornerstone Tax Service and Financial Planning Inc, offering tax preparation, payroll, and accounting services. He also owns and operates an Airbnb rental property, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Pacific West Securities, INC.Broker
Pacific Harbor Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations6 states
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