William Krebs
William Krebs is a registered investment advisor at Cetera Investment Advisers LLC, based in Santa Barbara, CA, with 31 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
3700 State St Ste 230, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2009Customer Dispute
December 2008Customer Dispute
October 2008Customer Dispute
July 2001Regulatory
March 1996Other Business ActivitiesSells Insurance
William sells fixed insurance products (life, health, disability, annuities, and LTC) and provides financial and advisory services through Santa Barbara Coastal Advisors, dedicating full-time hours to these activities. He also works as a sales agent for Krebs-Stoudt Insurance and Annuities Inc, reviewing and recommending life and LTC policies for a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pension Planners Securities, INC.Broker
Pension Planners Securities, INC.
Planmember Securities Corporation
Planmember Securities CorporationBroker
Washington Square Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
State Registrations31 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.