WA
William C. Abraham
CETERA INVESTMENT ADVISERS LLC
LUTZ, FL
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CRD#: 7552144
WA
Professional summary
William Charles Paul Abraham, who also goes by Will Abraham, William Abraham, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lutz, Florida and CETERA WEALTH SERVICES, LLC located in Walnut Creek, California.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Abraham | William Abraham
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. NAME OF OTHER BUSINESS: RAYMOND ABRAHAM INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2022 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES; 2. NAME OF OTHER BUSINESS: READY WEALTH ADVISORS, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: LIFE CHURCH; INVESTMENT RELATED: NO; ADDRESS: 6224 OLD PASCO RD, WESLEY CHAPEL, FL 33544; NATURE OF BUSINESS: CHURCH; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: DEACON; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: GATHER MONTHLY TO PRAY, DISCUSS THE SPIRITUAL GROWTH OF THE CHURCH, REVIEW THE FINANCIAL STATEMENTS OF THE CHURCH, AND MAKE PLANS FOR FUTURE EVENTS; 4. NAME OF OTHER BUSINESS: TRAIL LIFE USA; INVESTMENT RELATED: NO; ADDRESS: 10612 AUGUSTA RD BELTON, SC 29627; NATURE OF BUSINESS: NON PROFIT; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: TROOP CHAPLIN; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EMPHASIZES ITS CHRISTIAN MISSION, ORGANIZE PRAYER, SERVICES, PROVIDES BIBLICAL ADVICE, DISCIPLESHIP AND MENTORING;
CRS (Client Relationship Summary) - RIA
Click below to view William Charles Paul Abraham'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 30, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
LUTZ, FL
Current
August 3, 2022 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WALNUT CREEK, CA
Past
September 19, 2022 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Lutz, FL
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
California(9/19/2022)
IAR
California(6/29/2023)
RR
Florida(9/19/2022)
IAR
Florida(3/30/2023)
RR
Georgia(5/29/2025)
RR
Idaho(1/2/2025)
RR
Illinois(1/2/2025)
RR
Michigan(1/2/2025)
RR
Missouri(1/2/2025)
RR
Nevada(1/2/2025)
RR
Ohio(1/31/2025)
RR
Oregon(1/31/2025)
RR
South Carolina(1/2/2025)
RR
Tennessee(1/28/2025)
RR
Texas(1/2/2025)
IAR
Texas(1/24/2025)
RR
Utah(1/31/2025)
RR
Virginia(1/2/2025)
RR
Washington(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2022
General Securities Representative ExaminationGeneral 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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
