Isabella Williams (CRD# 7432803) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Simons Island, GA and has 1 year of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2021 - Current | 2 |
| Full Time Education | Athens, GA | May 2017 - May 2021 | 4 |
| Captain Joe's Seafood | Jesup, GA | Mar 2020 - Dec 2020 | < 1 |
| Harris And Company | Jesup, GA | May 2018 - Jul 2018 | < 1 |
| Jones Prescription Shop | Jesup, GA | Feb 2016 - Jun 2017 | 1 |
| Full Time Education | Jesup, GA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- GA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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