William Daniel
William Daniel is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 7 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
5555 Erindale Dr, Ste 101, Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as a financial professional for Academy Wealth Management Group, a DBA for financial services. He spends approximately 40 hours per week on this activity, with 32.5 hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations16 states
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