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William Brownlee is a registered investment advisor, based in Enid, OK, with 26 years of industry experience.
Location
110 N Independence, Enid, Enid, OK, 73701
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Regulatory History (2)
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Customer Dispute
September 2020Settled
Customer Dispute
July 2016Denied
Other Business ActivitiesSells Insurance
William is an insurance sales agent for Avantax Insurance Agency and Colonial Surety, selling various insurance products including life, disability, LTC, fixed annuities policies, and fidelity bonds/fiduciary insurance. He is also the CEO and a shareholder of Brownlee Financial Services, spending nearly full-time working with clients and leading the firm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2005 - September 2025 · 20 yrs
Avantax Investment Services, INC.Broker
August 1999 - September 2025 · 26 yrs 1 mo
State Registrations37 states
ALARAZCACOCTFLGAIAIDILINKSLAMDMNMOMSNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWV
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.