William Byrd King
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you William Byrd King? Claim your profile
Contact this firm
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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Cetera Wealth Services, LLCSep 2026 to now
- Commonwealth Capital ManagementSep 2026 to now
- Truist Advisory Services, Inc.Feb 2021 to Aug 2026
- Truist Investment Services, Inc.Feb 2021 to Aug 2026
- Bb&t Securities, LLCJan 2018 to Feb 2021
- BbtisSep 2017 to Feb 2021
- Bb&t BankSep 2015 to Sep 2017
- Bb&t Investment Services, Inc.Sep 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 4864323
- Firm CRD
- 105644