William Benjamin Winegar
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Adams Financial GroupJan 2026 to now
- Cetera Wealth Services, LLCDec 2025 to now
- Parkway Hills Baptist ChurchJan 2025 to now
- Dallas Baptist UniversityAug 2022 to now
- Southern Baptists of Texas FoundationMay 2024 to Dec 2025
- Chick Fil AJun 2020 to Jan 2024
- UnemployedJun 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8192653
- Firm CRD
- 105644