William Brownlee
William Brownlee is a registered investment advisor at Cetera Investment Advisers LLC, based in Bartlesville, OK, with 27 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3615 Pioneer Drive, Suite 2, Bartlesville, OK, 74006
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2020Customer Dispute
July 2016Other 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 Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations37 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.
Exams
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