William Christie
William Christie is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 27 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
10955 Lowell Ave Ste 400, Overland Park, KS, 66210
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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 operates under the DBA Prosperity Associates, offering insurance, investment, and financial planning services, dedicating full-time hours to this endeavor. He also works as an insurance agent selling life, health, long-term care, and annuities, spending a few hours per week on this activity, and is a tennis instructor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations2 states
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