WJ
WJ

William Johnstone

23 Years of Experience
Greenwood, SC
3 DisclosuresBroker

William Johnstone is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood, SC, with 23 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

Greenwood, SC

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History

Regulatory History (3)
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Judgment / Lien
November 2023
Judgment / Lien
March 2019
Judgment / Lien
July 2015
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Cetera Wealth Services, LLC
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
Nylife Securities LLCBroker
June 2020 - October 2025 · 5 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - February 2020 · 2 yrs 11 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
January 2010 - January 2015 · 5 yrs
First Allied Securities, INC.Broker
June 2005 - February 2007 · 1 yr 8 mos
Round Hill Securities, INC.Broker
November 2002 - June 2005 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
February 1999 - November 2002 · 3 yrs 9 mos
State Registrations1 state
SC
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.