William Hagerman
William Hagerman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newark, DE, 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
900 Prides Crossing, Newark, DE, 19713
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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/broker selling fixed insurance since 2016, dedicating a few hours per week. He also owns a rental property and is a member of the finance committee of a homeowners association, both requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations10 states
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.