Nicole Williams, financial advisor Cincinnati OH

Nicole Williams

CRD Number: 6191500
Current Firm: Foster & Motley Inc.

Nicole Williams (CRD# 6191500) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Foster & Motley, Inc. Cincinnati, OH May 2017 - Current 4
Allied Integrated Marketing Cincinnati, OH Nov 2016 - Current 5
Fund Evaluation Group Cincinnati, OH May 2016 - May 2017 1
Medpace Cincinnati, OH May 2014 - May 2016 2
Full Time Education Cincinnati, OH Aug 2013 - May 2014 < 1
Morgan Stanley Toledo, OH May 2013 - Aug 2013 < 1
Full Time Education Cincinnati, OH May 2012 - May 2013 1
Full Time Education Toledo, OH Aug 2008 - May 2012 3
Tim Hortons Toledo, OH Sep 2011 - Apr 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Nicole E. Williams
Phone Number: 513-561-6640
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,727
    MILLIONS
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $2,369,203
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, SC, TX

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