William Stone
William Stone is a registered investment advisor at Cetera Investment Advisers LLC, based in Bellaire, 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
Bellaire, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an attorney/partner at Stone and Stone, LLC, a law firm, dedicating nearly full-time hours to legal advice, transactional work, and probate work. He is also the President of Liberty County MUD No. 6, a land development company, spending minimal time on board of directors meetings and proposals.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Midkiff & Stone Capital Group, INC.Broker
Brokers Transaction Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations3 states
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