William Hocutt
William Hocutt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tuscalooa, AL, with 28 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Tuscalooa, AL
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Regulatory History (1)
Judgment / Lien
June 2024Other Business Activities
William is the President of Lance Hocutt Financial Group and Lance Hocutt & Associates, and an advisory representative of a RIA. He also owns real estate and is a board member of a charitable organization, Sweetwater Outreach.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.