William Taylor Purcell

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

• 07/2012 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greer, SC
• 09/2012 → 03/2024
  Bank Of America, N.A.
  Greer, SC
• 03/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Greer, SC

Previous Registrations

• 2012-08-07 → 2024-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greer, SC
  Simpsonville, SC
  Greenville, SC
  Charlotte, NC
  Charlotte, NC
  Boston, MA
  Greenville, SC
  Greenville, SC
  Charlotte, NC
  Charleston, SC
  Charlotte, NC
  Greer, SC
  New York, NY
  Boston, MA
  Greer, SC
  New York, NY
  Greenville, SC
  Greer, SC
  Greenville, SC
  Fort Lauderdale, FL
  Greenville, SC
  Greenville, SC
  Franklin, TN
  Marietta, GA
  Greenville, SC
  Marietta, GA
  Pennington, NJ
  Tampa, FL
  Greenville, SC
• 2011-01-14 → 2011-12-06
  Kestra Investment Services, Llc
  Greer, SC
  Austin, TX
  Greer, SC
• 2009-12-08 → 2010-12-02
  Truist Investment Services, Inc.
  Greenville, SC
  Greenville, SC
  Greenville, SC
  Travelers Rest, SC
  Greenville, SC
  Greenville, SC
  Greenville, SC
  Taylors, SC
  Greer, SC
  Greer, SC
  Greenville, SC
  Greenville, SC

Exams

• S66 Uniform Combined State Law Examination
  2009-12-02
• S63 Uniform Securities Agent State Law Examination
  1994-04-27

Other Names

• William Purcell
• William Taylor Purcell