William Edward Lourcey

Current Employers

Employment History

• 01/2014 → 12/2018
  Ameriprise Financial Services, Inc.
  Arlington, TX
• 12/2018 → 09/2025
  Cetera Advisors Llc
  Denver, CO
• 12/2018 → 09/2025
  Walton Lourcey Wealth Advisors
  Arlington, TX
• 03/2024 → 09/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Lpl Financial Llc
  Fort Worth, TX

Previous Registrations

• 2024-03-21 → 2025-09-29
  Cetera Investment Advisers Llc
  Fort Worth, TX
• 2018-12-13 → 2024-03-21
  Cetera Advisors Llc
  Fort Worth, TX
  Greenwood Village, CO
• 2014-08-28 → 2018-12-18
  Ameriprise Financial Services, Llc
  Arlington, TX

Other Businesses

1. 08/2025 - 4104 OAKLAWN ST LLC - Real Estate Rental - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Fort Worth, TX 76109 - OBA Start Date: 05/18/2023 2. 08/2025 - WL Wealth Advisors Fort Worth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/16/2025 3. 08/2025 - William Lourcey - Non-Variable Insurance - Investment Related - 8 Hour(s)/Month - 0 Hour(s) During Trading - Fort Worth TX 76109 - OBA Start Date: 09/09/1998 4. 08/2025 - LOURCEY FINANCIAL LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4 Hour(s)/Month - 0 Hour(s) During Trading - Fort Worth TX 76109 - OBA Start Date: 08/15/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-28
• S63 Uniform Securities Agent State Law Examination
  2000-12-11

Other Names

• Billy Lourcey
• William Edward Lourcey
• William Lourcey