William Nixon (CRD# 1404050) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coeur D'alene, ID and has over 38 years of experience in the finance industry.
CRD# 6925200
Stifel, Nicolaus & Company, Incorporated
CRD# 1508722
Osaic Wealth, Inc.
CRD# 4808735
Financial Advocates Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Wgn Benefits | Coeurd'alene, ID | Jan 1999 - Current | 25 |
| Graj Mahal | Coeur D`alene, ID | Sep 2007 - Jan 2023 | 15 |
| Voya Financial Advisors | Coeur D'alene, ID | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners | Coeur D'alene, ID | Oct 2006 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- ID
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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