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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lourcey is a financial advisor with Cetera Investment Advisers LLC, located in Fort Worth, Texas. William has been in the financial services industry for over 20 years. He is registered with FINRA, a Series 6, 7, 63, and 65 licensed advisor, and has a strong background in portfolio management and financial planning. William Lourcey is dedicated to providing comprehensive financial advice to individuals, families, and businesses. He believes in building long-term relationships with clients and helping them achieve their financial goals. In addition to his role at Cetera Investment Advisers LLC, William is also the owner of Walton Lourcey Wealth Advisors, where he provides financial planning and advisory services. William is also a licensed insurance agent.
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 08/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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