Benjamin Williams, financial advisor Yuma AZ
89 score

Benjamin Williams

CRD Number: 6250332
Current Firm: Cambridge Investment Research Advisors, Inc.

Benjamin Williams (CRD# 6250332) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Yuma, AZ and has over 3 years of experience in the finance industry.

Similar Advisors
Brian Compton, financial advisor Yuma AZ
Brian L. Compton
CRD# 4432631
J.p. Morgan Securities LLC
Score
96
Similar Advisors
Gary Smith, financial advisor Yuma AZ
Gary L. Smith
CRD# 2082694
Securian Financial Services, Inc.
Score
96
Similar Advisors
Brian Butcher, financial advisor Yuma AZ
Brian J. Butcher
CRD# 5199165
Edward Jones
Score
93
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2014 - Current 2
Unemployed Holtville, CA May 2013 - Dec 2013 < 1
Winthrop University Rock Hill, SC Aug 2011 - May 2013 1
York Technical College Rock Hill, SC Mar 2010 - Aug 2011 1
Westinghouse Electric Company Rock Hill, SC Jan 2008 - Mar 2010 2
United States Marine Corps Yuma, AZ Dec 2002 - Dec 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Benjamin A. Williams
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.