William Hohmann
William Hohmann is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Augustine, FL, with 26 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
101 E Town Place, Suite 110-B, St Augustine, FL, 32092
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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 owns Florida Shield Insurance & Advisory, focusing on property and casualty, life, and health insurance products, dedicating full-time hours to this. He is also an insurance agent for Simplicity Life, focusing on life and annuity business, spending a few hours per week. William also owns St Johns Wealth Advisors, representing his broker-dealer activities, and dedicates more than full-time hours to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Bull & Bear Brokerage Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
State Registrations7 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.