William Petzold is a registered investment advisor, based in Daniel Island, SC, with 6 years of industry experience.
Location
115 Fairchild Street Suite 320, Daniel Island, SC, 29492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a partner at Coastal Strategic Capital, offering First Allied products/services and insurance (fixed/life/health/P&C), dedicating full-time hours to each. He also owns Absolute Medical Systems LLC, spending minimal time on it, and is an agent at Triton Brokerage Group, spending a few hours per week selling insurance.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations16 states
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