Sean WilliamsCRD Number: 2789978
Current Firm: Cambridge Investment Research Advisors, Inc.
Sean Williams (CRD# 2789978) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Richmond Heights, OH and has 1 year of experience in the finance industry.
Lpl Financial LLC
Strategic Wealth Partners, Ltd.
Tyler-stone Wealth Management, LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Apr 2020 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2014 - Current||6|
|Riverview Research, LLC||Brecksville, OH||Feb 2013 - Nov 2013||< 1|
|Hartland & Company||Cleveland, OH||Jan 2012 - Jan 2013||1|
|Monticello Associates||Cleveland, OH||Feb 2007 - Dec 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management56,159MILLIONS
Total Number of Accounts297,440ACCOUNTS
Average Account Value$188,808
- 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.