WB
WB

William Bush

10 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

William Bush is a registered investment advisor at Cetera Investment Advisers LLC, based in Baton Rouge, LA, with 10 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15015 Jamestown Blvd Suite 100, Baton Rouge, LA, 70810

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William sells fixed insurance products, including life, annuities, and long-term care, dedicating a few hours per week. He also owns a video production business and is a co-author of a book, in addition to his financial advisor duties through several entities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
September 2015 - March 2024 · 8 yrs 6 mos
State Registrations5 states
ALFLLANCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.