William Lavelle
William Lavelle is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Beverly Hills, CA, with 11 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
9378 Wilshire Blvd, Ste 100, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William provides banking services for East West Bank, including lending, gathering deposits, and responding to client requests. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
City National Rochdale
State Registrations9 states
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