Sean Williams, financial advisor Lutherville-Timonium MD

Sean Williams

CRD Number: 5049575
Current Firm: Cambridge Investment Research Advisors, Inc.

Sean Williams (CRD# 5049575) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lutherville-Timonium, MD and has over 15 years of experience in the finance industry. Sean 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.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jul 2016 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2016 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Parkville, MD Jan 2006 - Jul 2016 10
Waddell & Reed, Inc. Owings Mills, MD Oct 2005 - Jul 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Sean M. Williams
Phone Number: 641-472-5100
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
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, WY

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