William Hecklick
William Hecklick is a registered investment advisor at Cetera Investment Advisers LLC, based in Charleroi, PA, with 14 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
1 Chamber Plaza, Suite 3, Charleroi, PA, 15022
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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 sells fixed insurance products including life, disability, fixed annuities, and long-term care, dedicating a few hours per week. He also owns Speer Street Financial (full-time), The 412 Collection (minimal time), CPA to FA LLC (a few hours per week), and Hecklick Tax LLC (a few hours per week).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Wesbanco Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.