William Roeser is a registered investment advisor at Cetera Investment Advisers LLC, based in Fresno, CA, with 18 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
9 River Park Place E, Suite 450, Fresno, CA, 93720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns Roeser Wealth Management/Lifemark Wealth Management, providing wealth management services, taking about half of his time. He also owns a CPA firm (Roeser Accountancy Corporation), dedicates minimal time to Capitalnomics, is involved in real estate through PRV, LLC and River Stone Group LLC, and owns a photography business.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations10 states
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