William Cullens
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
William Cullens is a financial advisor at Cetera with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Commonwealth Financial Network and Hornor Townsend & Kent Inc. Outside of his advisory work, he is a financial professional and president of Piedmont Financial Partners and is involved in managing hunting properties through several LLCs. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and third-party managed solutions.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
2901 Reynolds Walk Trail, Suite # 202
Greensboro, GA 30642
Most active in
William C has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
Cetera
2025 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Commonwealth Financial Network
2019 - 2025 (6 years)
Llcw
2017 - Present (9 years)
Hornor Townsend & Kent Inc
2016 - 2019 (3 years)
Penn Mutual Life Insurance Co
2016 - 2019 (3 years)
Fulsome Creek Management
2016 - Present (10 years)
Fulsome Creek Property Llc
2016 - Present (10 years)
Duck Farm 2
2010 - Present (16 years)
Walking Horse Llc
2005 - Present (21 years)
Piedmont Financial Partners
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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