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William Howell Cullens

Investment adviser representative at Cetera Investment Advisers LLC
25 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

25 years in the industry.

  1. Cetera Investment Advisers LLCNov 2025 to now
  2. Cetera Wealth Services, LLCNov 2025 to now
  3. LlcwJan 2017 to now
  4. Fulsome Creek ManagementJan 2016 to now
  5. Fulsome Creek Property LLCJan 2016 to now
  6. Duck Farm 2Jan 2010 to now
  7. Walking Horse LLCJan 2005 to now
  8. Piedmont Financial PartnersJan 2001 to now
  9. Commonwealth Financial NetworkApr 2019 to Nov 2025
  10. Hornor Townsend & Kent IncFeb 2016 to Apr 2019
  11. Penn Mutual Life Insurance CoFeb 2016 to Apr 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1953917
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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