Will Hale
Will Hale is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hamilton, TX, with 20 years of industry experience. Will 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
733 N. Rice, Hamilton, TX, 76531
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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
Will is involved in several outside business activities, including serving on a committee for Hamilton County Go Texan, preaching and teaching at Outreach Church of Christ, and owning/operating Ill R. Hale, LLC (an accounting and tax preparation business taking up nearly all of his time). He also sells annuity products and leases office space to a real estate agent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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