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William Adkisson

1 Year of Experience
Phoenix, AZ
Broker

William Adkisson is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 1 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

3131 E Camelback Road, Suite 100, Phoenix, AZ, 85016

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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 Activities

William works as a tennis professional at Arizona Country Club, dedicating nearly full-time hours to tennis instruction. He also works as a financial advisor at Renaissance Financial, spending nearly full-time hours providing financial advisory services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
June 2024 - Present · 1 yr 11 mos
State Registrations7 states
ALAZCACTFLILTX
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.