William Cullens
William Cullens is a registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, GA, with 36 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
2901 Reynolds Walk Trail, Suite # 202, Greensboro, GA, 30642
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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 owner of Piedmont Financial Partners, Inc. and sells fixed insurance under the same name, spending about a quarter of his time on each. He also owns several LLCs related to commercial and residential real estate, as well as hunting properties, but spends minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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.