WG
William K. George
CETERA INVESTMENT ADVISERS LLC
LAFAYETTE, LA 70508
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CRD#: 7859800
WG
Professional summary
William Kyle George, who also goes by Kyle George, William K George, William George, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lafayette, Louisiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle George | William K George | William George
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) KG REALTY LLC POSITION: Member NATURE: I rent a room out of my primary residence INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2016 ADDRESS: 405 River Oak Circle, Lafayette LA 70508, United States DESCRIPTION: collect rent, pay bills, maintenance when needed, prepare lease agreements 2) KYLE GEORGE CPA LLC POSITION: Manager NATURE: Kyle George CPA LLC is an S-Corporation owned completely by William Kyle George and holds William Kyle George's partnership interest in his accounting firm, Hartiens & Faulk, LLP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2013 ADDRESS: 405 River Oak Circle, Lafayette LA 70508, United States DESCRIPTION: I have no duties-The sole purpose of this entity is to hold my partnership interest of Hartiens & Faulk, LLP 3) KYLE GEORGE CONSULTING LLC POSITION: Manager NATURE: Will offer investment planning services, retirement planning services, financial planning services, and estate planning services through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/24/2024 ADDRESS: 124 Heymann Blvd., Suite 101, Lafayette LA 70503, United States DESCRIPTION: meet with clients, review investment performance, analyze client financial and insurance needs, assist in tax planning and develop a financial plan. 4) HARTIENS & FAULK LLP POSITION: Partner NATURE: Accounting firm providing tax compliance services, accounting and bookkeeping services and business consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2014 ADDRESS: 124 Heymann Blvd., Suite 101, Lafayette LA 70503, United States DESCRIPTION: Review and prepare tax returns, financial statements, advise clients on tax and business issues, financial planning, hire and terminate employees, prepare bills & pay invoices. 5) DG GOODWATER LLC POSITION: Member NATURE: Rental Property holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2024 ADDRESS: 405 River Oak Circle, Lafayette LA 70508, United States DESCRIPTION: The LLC was formed to purchase a commercial rental property, but the transaction never occurred. This LLC is now dormant.
CRS (Client Relationship Summary) - RIA
Click below to view William Kyle George'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2000 Kaliste Saloom Rd Ste 300, Lafayette, LA 70508Office #2: 91 Settlers Trace Blvd Building 1, Lafayette, LA 70508RIA
CRD#: 105644
LAFAYETTE, LA
Past
March 15, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lafayette, LA
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.Highlighted states indicate IAR registrations
IAR
Louisiana(9/5/2025)
Exams
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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lafayette, LA 70508TRUST BUT VERIFY
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