Walter Vincent Mcwilliams

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

• 12/2025 → 07/2026
  Mcwilliams Financial
  Lincoln, CA
• 06/2018 → 12/2025
  Zang Smp
  Los Angeles, CA
• 06/2014 → 06/2018
  His Hair Clinic
  Los Angeles, CA
• 07/2026 → Present
  Mcwilliams Financial
  Lincoln, CA
• 07/2026 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 04/2026 → 07/2026
  Cetera Advisors Llc
  St Cloud, MN
• 07/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MCWILLIAMS FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-16
• S65 Uniform Investment Adviser Law Examination
  2026-05-04

Other Names

• Walter Mcwilliams