William Clayton Conerly

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

• 12/2010 → 02/2025
  Concourse Financial Group Securities Inc
  Brandon, MS
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Brandon, MS
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-12-02 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Ridgeland, MS
  Brandon, MS
  Brandon, MS
  Birmingham, AL
• 2008-08-11 → 2010-12-23
  Level Four Financial, Llc
  Ridgeland, MS
  Dallas, TX
  Mobile, AL
• 2004-01-01 → 2008-08-05
  Cetera Advisors Llc
  Greenwood Village, CO
  Mendenhall, MS
  Ridgeland, MS
  Ridgeland, MS
• 1999-04-08 → 2004-01-01
  Ifg Advisory Services Inc
  Mendenhall, MS

Other Businesses

WILLIAM CONERLY; Investment Related; 123 Fox Hollow Bend, Brandon, MS 39047; Insurance; Agent/Representative; Start Date 02/2017; 2 hours per month with no hours during trading hours; I sell and service insurance products including annuity and life insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1992-09-03

Other Names

• Clay Conerly