WY
WY
William Yousey is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, 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
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Advisory Services
June 2022 - September 2025 · 3 yrs 3 mos
Avantax Investment Services, INC.Broker
June 2022 - September 2025 · 3 yrs 3 mos
Bok Financial Securities, INC.Broker
September 2016 - June 2022 · 5 yrs 9 mos
Bok Financial Advisors
September 2016 - June 2022 · 5 yrs 9 mos
Vikasa Management LLC
May 2016 - December 2016 · 7 mos
Oneamerica Securities, INC.
August 2013 - April 2015 · 1 yr 8 mos
Oneamerica Securities, INC.Broker
August 2013 - April 2015 · 1 yr 8 mos
Prudential Financial Planning Services
February 2011 - May 2013 · 2 yrs 3 mos
Pruco Securities, LLC.Broker
February 2011 - May 2013 · 2 yrs 3 mos
Metlife Securities INC.
March 2008 - February 2011 · 2 yrs 11 mos
Metlife Securities INC.Broker
March 2008 - February 2011 · 2 yrs 11 mos
MML Investors Services, INC.
May 2005 - February 2008 · 2 yrs 9 mos
MML Investors Services, INC.Broker
December 2004 - February 2008 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - November 2004 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - November 2004 · 7 mos
Waddell & Reed, INC.
March 2003 - December 2003 · 9 mos
Waddell & Reed, INC.Broker
February 2003 - December 2003 · 10 mos
Morgan Stanley Dw INC.Broker
January 2001 - January 2003 · 2 yrs
State Registrations1 state
OK
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.