Raymond James Financial Services Advisors
27yrs
Top 15% by experience in Utah
34yrs
William Wilde
Full name on record: William Robert Wilde
Financial advisor at Cetera Investment Advisers
Based in Payson, Utah, William Wilde is a fiduciary financial advisor with 34 years of industry experience. William has been with Cetera Investment Advisers since 2024; before that, William spent four years at Wells Fargo Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 12 advisors with offices in Payson, and one of 12 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top advisor by experience in Payson
OfficePayson, UT
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- 2003 – 2007
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Cetera Investment Advisers at (310) 257-7880 and ask for William Wilde. William works from the Payson, UT office.
How long has William been a financial advisor?
William has been in the industry since 1992, about 34 years. Top advisor by experience in Payson.
What licenses does William hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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