WH
ChFC
WH
ChFC
William Hoskins
34 Years of Experience
Lafayette Hill, PA
1 DisclosureBroker
William Hoskins is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lafayette Hill, PA, with 34 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Lafayette Hill, PA
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Regulatory History (1)
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Customer Dispute
March 2000Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
September 2019 - May 2021 · 1 yr 8 mos
Summit Financial Group INC
June 2015 - January 2019 · 3 yrs 7 mos
Summit Brokerage Services, INC.Broker
October 2003 - September 2019 · 15 yrs 11 mos
Wachovia Securities Financial Network, LLCBroker
March 1995 - October 2003 · 8 yrs 7 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1992 - August 1994 · 1 yr 9 mos
Pruco Securities CorporationBroker
April 1991 - October 1992 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
April 1991 - October 1992 · 1 yr 6 mos
State Registrations6 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.