William Respess
William Respess is a registered investment advisor at Cetera Investment Advisers LLC, based in Summerland Key, FL, with 17 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
Summerland Key, FL
Get directionsHistory
Regulatory History (1)
Criminal
May 1999Other Business Activities
William owns and instructs at Skydive Key West and Skydive Palm Beach County, LLC, spending about a quarter of his time on the latter. He also owns Respess Wealth Management, where he offers securities and investment advisory services, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Next Financial Group, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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
More Advisors
- Darcy Wadsworth, CFPIntelligence Driven Advisers, LLC