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WILLIAM EDWARD LOURCEY
BILLY LOURCEY
CRD#: 3045291
IA
B
CETERA INVESTMENT ADVISERS LLCCRD#: 105644 4200 S HULEN
Suite 330
FORT WORTH, TX 76109
Suite 330
FORT WORTH, TX 76109
CETERA ADVISORS LLCCRD#: 10299 4200 S HULEN
Suite 330
FORT WORTH, TX 76109
Suite 330
FORT WORTH, TX 76109
0
Disclosures
24
Years of Experience
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State Registrations
B
Colorado 4/3/2020
B
Texas 12/13/2018
B
Florida 3/3/2025
IA
Texas 3/21/2024
B
Nebraska 5/14/2021
SRO Registrations
B
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IA
Registered with this firm since 3/21/2024
B
Registered with this firm since 12/13/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/13/2018 - 03/21/2024 | DENVER, CO | |
IA | 08/28/2014 - 12/18/2018 | ARLINGTON, TX | |
B | 01/31/2014 - 12/18/2018 | ARLINGTON, TX | |
B | 03/19/2010 - 02/12/2014 | ARLINGTON, TX | |
B | 09/28/2004 - 03/19/2010 | ARLINGTON, TX | |
B | 09/03/2002 - 10/05/2004 | WINDSOR, CT | |
B | 08/14/2000 - 09/18/2002 | MILWAUKEE, WI | |
B | 08/14/2000 - 01/01/2002 | MILWAUKEE, WI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.