William Belcher
William Belcher is a registered investment advisor at Cetera Investment Advisers LLC, based in Suwanee, GA, 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
530 Highland Station Dr., Ste. 1004, Suwanee, GA, 30024
Get directionsHistory
Regulatory History (5)
Financial
October 2024Judgment / Lien
August 2024Judgment / Lien
June 2024Judgment / Lien
June 2024Judgment / Lien
March 2024Other Business ActivitiesSells Insurance
William works as a financial advisor at Infinity Wealth Management Group, dedicating about 10-20% of his time to giving financial advice and managing assets. He is also an insurance agent selling fixed insurance products with various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Ameritas Investment CORP.Broker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Wma Securities, INC.Broker
1717 Capital Management CompanyBroker
Walnut Street Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.