William Hauenstein is a registered investment advisor, based in Kerrville, TX, with 37 years of industry experience.
Location
Kerrville, TX
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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 is an independent insurance agent for various companies, dedicating a few hours per week to this activity. He is also an advisory representative of an RIA, spending full-time hours on this, and owns real estate, spending minimal time on it. Furthermore, William is the owner of Competitive Edge Wealth Management LLC, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Prudential Securities IncorporatedBroker
Investment Centers of America, INC.Broker
Delta Equity Services CorporationBroker
Emmett a Larkin Company, INC.Broker
Financial Network Investment CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
PFS Investments INC.Broker
State Registrations7 states
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.