William Campbell
William Campbell is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glastonbury, CT, with 28 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
26 Naubuc Ave., Glastonbury, CT, 06033
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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 selling equity indexed annuities through Avantax Insurance Agency/Services since 1999, dedicating minimal time. He also provides tax and accounting services as President and Treasurer of William H. Campbell, P.C. since 1989, dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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