William Cleavelin
William Cleavelin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, with 38 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
400 So Padre Island Dr, Suite 203, Corpus Christi, TX, 78405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a CPA providing accounting and tax preparation services since 1977. He dedicates full-time hours to practice management, tax return preparation, and accounting processing and review.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations2 states
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