WC
WC

William Cutsinger

39 Years of Experience
Tulsa, OK
6 DisclosuresBroker

William Cutsinger is a registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 39 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6060 S American Plaza St E, Ste 400, Tulsa, OK, 74135

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Withdrawn
Customer Dispute
February 2015
Denied
Customer Dispute
June 2007
Settled
Customer Dispute
January 2005
Settled
Customer Dispute
June 2002
Withdrawn
Customer Dispute
February 2000
Settled
Employment History
Current Registrations
Wells Fargo Advisors
June 2000 - Present · 26 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
April 2000 - Present · 26 yrs 6 mos
Wells Fargo Clearing Services, LLC
April 2000 - Present · 26 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1986 - April 2000 · 13 yrs 6 mos
State Registrations22 states
AKALARCACOFLGAILKSMAMDMIMONENJNYOKORPATXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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