William Fraser is a registered investment advisor, based in Butler, PA, with 29 years of industry experience.
Location
101 Decatur Drive 1st Floor, Butler, PA, 16002
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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 agent representative for Avantax Insurance Agency and/or Avantax Insurance Services, marketing and selling life insurance and annuities, dedicating about 10-20% of his time. He also sells and services equity index annuities, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
Sunset Financial Services, INC.Broker
State Registrations10 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.