William Jacques Silvan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1989 → 09/2025
  Avantax Investment Services, Inc.
  Lenoir, TN
• 09/2008 → 09/2025
  Avantax Advisory Services
  Lenoir, TN
• 01/1987 → Present
  William J Silvan Ea
  Lenoir City, TN
• 07/2016 → 09/2018
  Fiduciary Trust
  Lenoir City, TN
• 07/2000 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Lenoir City, TN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lenoir City, TN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-10-24 → 2025-09-05
  Avantax Advisory Services
  San Diego, CA
  Lenoir City, TN

Other Businesses

1) WILLIAM J SILVAN EA~NIR~110 LAKE CREST DRIVE~LENOIR CITY~TN~37772~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1987~160hrs~160hrs~TAX PREPARATION AND CONSULTING. 2) MILLERS LANDING HOMEOWNERS POSITION: Treasurer NATURE: Millers Landing Phase I is a voluntary neighborhood group that provides care and maintenance to the several common areas located in the community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 110 Lake Crest Drive, Lenoir City TN 37772, United States DESCRIPTION: Millers Landing Homeowners Association collects dues on a voluntary basis to be used for maintenance of common areas. I am the treasured and disperse checks for utilities and maintenance. I also send out notices for dues to the members and make deposits of those dues. In addition, I provide the board with an accounting of revenues and expenses twice a year.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-25

Designations

• Certified Financial Planner

Other Names

• Bill Silvan