William R. Lavelle
Professional summary
William Reimer Lavelle, who also goes by William Lavelle, was a registered financial advisor .
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 3, 2026 - Present
Office #1: 9378 Wilshire Blvd Ste 100, Beverly Hills, CA 90212
September 27, 2022 - July 31, 2026
CETERA INVESTMENT ADVISERS LLC
September 27, 2022 - July 31, 2026
CETERA INVESTMENT SERVICES LLC
August 29, 2018 - September 13, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 29, 2018 - September 13, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 7, 2014 - April 18, 2018
RBC ROCHDALE, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/3/2026)
Exams
Current firm
No current employment
Red Flags
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