WK
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William Kirksey
29 Years of Experience
Collierville, TN
Broker
William Kirksey is a registered investment advisor at Cetera Investment Advisers LLC, based in Collierville, TN, with 29 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
1300 West Poplar Ave, Collierville, TN, 38017
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2018 - Present · 8 yrs 4 mos
Cetera Investment Services LLCBroker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
April 2012 - June 2014 · 2 yrs 2 mos
Morgan Keegan & Company, INC.Broker
August 1996 - April 2012 · 15 yrs 8 mos
Carty & Company, INC.Broker
February 1995 - April 1995 · 2 mos
State Registrations7 states
ALARFLHIMSTNWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.