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Sean Williams

8 Years of Experience
Maitland, FL
BrokerSells Insurance

Sean Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Maitland, FL, with 8 years of industry experience. Sean 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

1750 N Maitland Ave, Maitland, FL, 32751

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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

Sean is an agent/broker for Evershore Fixed Insurance since 2017, dedicating a few hours per week to fixed insurance sales. He also owns Wayne Densch Inc. and serves as a director for two charitable foundations, Leonard and Marjorie Williams Family Foundation, Inc. and Wayne M. Densch Charities, Inc., spending minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
January 2018 - August 2023 · 5 yrs 7 mos
Securian Financial Services, INC.Broker
December 2017 - August 2023 · 5 yrs 8 mos
State Registrations14 states
ARAZCODEFLGAILMOMTNCPASCTXVA
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.
Sean Williams - Financial Advisor | TrueAdvisor