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William Cullens

Advisor at Cetera

Updated today

Location

Greensboro, GA 30642

Credentials

Series 66

Industry experience

4 years

About

William Cullens is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisers and Cetera Wealth Services since 2025, as well as Piedmont Financial Partners since 2021. Outside of advising, he is also licensed to sell fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, 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, combining retirement capabilities with an extensive institutional and trust platform.

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

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$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)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

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

Georgia

Work history

Cetera Investment Advisers

2026 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Piedmont Financial Partners

2021 - Present (5 years)

Steve H. Powell & Company

2019 - 2021 (2 years)

Georgia Southern University

2014 - 2019 (5 years)

T & W Farms

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

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Wealth management
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ChFC®, Series 63, Series 66

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Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gordon L

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Greensboro, GA

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Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Series 66

Greensboro, GA

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Gregory P

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Greensboro, GA

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Private / alternative investments Real estate investing Wealth management
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Ralph L

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Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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