# WILLIAM ROBERT JOINER

WILLIAM ROBERT JOINER is an investment adviser representative (IAR) with state registration records since 1998, appearing at 7 firms. Currently registered with LEGACY FINANCIAL ADVISORS.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2021-01-05 | 2021-09-02 | — |
| [LEGACY FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/309156) | 2020-11-06 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2020-11-05 | 2020-12-31 | — |
| [LEGACY FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/282141) | 2015-12-08 | 2016-12-31 | — |
| [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | 2012-07-02 | 2020-11-13 | — |
| [FIRST ALLIED SECURITIES, INC.](https://search.stillhousedata.com/firm/32444) | 2009-01-13 | 2012-07-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-03-23 | 2009-01-22 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 1998-12-01 | 2006-04-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2232377)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2232377.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.