William Gabriel Brisard
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Diversified, LLCJul 2026 to now
- Cetera Investment Advisers LLCMar 2026 to Jul 2026
- Cetera Wealth Services, LLCJan 2026 to Jul 2026
- Legacy Capital Advisors, LLCJan 2026 to Jul 2026
- UnemployedNov 2025 to Jan 2026
- Brier Creek Country ClubNov 2023 to Nov 2025
- UnemployedMay 2023 to Nov 2023
- TargetApr 2023 to May 2023
- North Carolina State UniversityAug 2022 to Dec 2025
- Wake Forest High SchoolAug 2018 to Jun 2022
- UnemployedJan 2016 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Diversified, LLC
Legal name: Diversified Enterprises, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8217013
- 331709