William Bailey Lowery
Investment adviser representative at Cetera Investment Advisers LLC
32 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
32 years in the industry.
- Cetera Investment Advisers LLCJan 2018 to now
- Cetera Investment Services LLCJan 2018 to now
- Regions BankJan 2018 to now
- Minnesota Life Insurance CoMar 2017 to Jan 2018
- Securian Financial Services IncMar 2017 to Jan 2018
- Shoemaker FinancialFeb 2017 to Jan 2018
- Seucurian Financial Services IncFeb 2017 to Mar 2017
- CenveoJan 1994 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 2311380
- Firm CRD
- 105644