William Ward
William Ward is a registered investment advisor at Cetera Investment Advisers LLC, based in Bloomfield Hills, MI, with 3 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
43252 Woodward Avenue, Suite 100, Bloomfield Hills, MI, 48302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William provides investment advice to clients through NAST Financial Solutions, spending about 10-20% of his time on this. He also works in medical device sales, dedicating approximately 40% of his time to assisting with device implantation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations2 states
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