Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Lourcey is a financial advisor with Cetera Investment Advisers LLC. William has over 20 years of experience in the financial industry. William is registered with the state of Texas as an Investment Advisor Representative. Prior to joining Cetera Investment Advisers LLC, William worked at Ameriprise Financial Services, Inc. and LPL Financial LLC. William is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (FORT WORTH TX)
TX
01/31/2014 - 12/18/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
03/19/2010 - 02/12/2014
LPL FINANCIAL LLC (ARLINGTON TX)
TX
09/28/2004 - 03/19/2010
FIRST WESTERN SECURITIES, INC. (ARLINGTON TX)
CT
09/03/2002 - 10/05/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
WI
08/14/2000 - 09/18/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/14/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 8/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 8/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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