WB
William P. Bush
CETERA INVESTMENT ADVISERS LLC
Baton Rouge, LA 70810
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CRD#: 6479537
WB
Professional summary
William P Bush is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Baton Rouge, Louisiana and CETERA ADVISORS LLC located in Baton Rouge, Louisiana.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; FIXED INSURANCE; START 5/2015; LESS THAN 1 HOUR/WEEK; VARIES DURING TRADING AND NON-TRADING HOURS; INSURANCE AGENT; SELLS LIFE, ANNUITIES, AND LONG TERM CARE. 2.NAME OF OTHER BUSINESS: WILLIAM P. BUSH INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS START DATE: 1/2016 NATURE OF BUSINESS: SHOOT, PRODUCE VIDEO PROJECTS APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: VIDEOGRAPHER, PRODUCER, WRITER 3. NAME OF OTHER BUSINESS: HORIZON WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY UNDER WHICH MULTIPLE BUSINESS ENTITIES OPERATE; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR DUTIES; 4. NAME OF OTHER BUSINESS: CYA 360, LLC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: EVENT SEMINARS START DATE: 05/10/2016 POSITION/TITLE/RELATIONSHIP: MARKETING APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: MARKETING FOR MULTIDISCIPLINARY BUSINESS PRESENTATIONS. 5. NAME OF OTHER BUSINESS: HORIZON RETIREMENT PLAN SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR RETIREMENT PLAN SERVICING / DBA FOR FINANCIAL SERVICES; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: HORIZON FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: HORIZON ADVISOR NETWORK; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8. HORIZON MEDIA A DIVISION OF HORIZON FINANCIAL GR; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOOK; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: CO-AUTHOR; APX # OF HRS/WK: 2; APX # OF HRS DURING TRADING HRS: 2; DUTIES: RUNWAY DECADE BOOK AUTHORED AND SOLD; 9. NAME OF OTHER BUSINESS: HORIZON MEDIA A DIVISION OF HORIZON FINANCIAL GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOOKS, PODCASTS, VIDEOS & OTHER MEDIA SERVICES; START DATE: 3/2022; POSITION/TITLE: AUTHOR, PODCASTER, CONTENT CREATOR; APX # OF HRS/WK: LESS THAN 1; APX # OF HRS DURING TRADING HRS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEDIA DIVISION OF DBA;
CRS (Client Relationship Summary) - RIA
Click below to view William P Bush's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 15015 Jamestown Blvd Suite 100, Baton Rouge, LA 70810RIA
CRD#: 105644
Baton Rouge, LA
Current
July 22, 2015 - Present
CETERA ADVISORS LLC
Office #1: 15015 Jamestown Blvd Suite 100, Baton Rouge, LA 70810BD
CRD#: 10299
Baton Rouge, LA
Past
September 25, 2015 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/16/2022)
RR
Florida(4/15/2021)
RR
Louisiana(8/11/2015)
IAR
Louisiana(3/21/2024)
RR
Mississippi(10/27/2022)
RR
North Carolina(11/4/2019)
RR
Texas(1/4/2021)
IAR
Texas(3/21/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Baton Rouge, LA 70810TRUST BUT VERIFY
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