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William Tackett

46 Years of Experience
Portsmouth, OH
Broker

William Tackett is a registered investment advisor at Cetera Investment Advisers LLC, based in Portsmouth, OH, with 46 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

839 Gallia Street, Portsmouth, OH, 45662

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History

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.

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Other Business Activities

William owns rental property through CPA Realty, LLC, and is an owner of Reynolds Financial Services LLC, meeting with investment clients. He also owns Reynolds & Company, providing accounting services and tax preparation, dedicating nearly full-time hours to this.

Employment History
Previous Registrations
Cetera Investment Advisers LLC
September 2025 - March 2026 · 6 mos
Avantax Advisory Services
August 2009 - September 2025 · 16 yrs 1 mo
H.D. Vest Advisory Services, INC
January 2000 - March 2009 · 9 yrs 2 mos
Exams
No exam information available for this advisor.
William Tackett - Financial Advisor | TrueAdvisor