Elizabeth WilliamsCRD Number: 5421806
Current Firm: Cambridge Investment Research Advisors, Inc.
Elizabeth Williams (CRD# 5421806) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Papillion, NE and has over 10 years of experience in the finance industry. Elizabeth Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2011 - Current||6|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2011 - Current||6|
|Financial Network||El Segundo, CA||Sep 2007 - Oct 2011||4|
|Family Estate Planning||Papillion, NE||Feb 2001 - Aug 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV