William Easley
William Easley is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carmel, IN, 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
11595 N Meridian St Ste 300, Carmel, IN, 46032
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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 operates under the DBA Prosperity Advisors, LLC, providing discretionary investment guidance, and is a shareholder in Prosperity Shared Inc. He also refers clients to Prosperity Tax Center, LLC, is a part owner of Prosperity Holdings, LLC, and works as a financial professional for Prosperity Financial Planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
George K. Baum & CompanyBroker
Piper Jaffray INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations37 states
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