EW
EW

Eric Williford

32 Years of Experience
Belmont, NC
BrokerSells Insurance

Eric Williford is a registered investment advisor at Cetera Investment Advisers LLC, based in Belmont, NC, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

34 W Myrtle St, Belmont, NC, 28012

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric is the President and Treasurer of Williford Financial Services, an S Corp providing financial advisory services since 2013. This is an investment-related activity and takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2010 - June 2023 · 12 yrs 10 mos
Tiaa-Cref Advice and Planning Services
August 2007 - December 2008 · 1 yr 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2007 - January 2009 · 1 yr 5 mos
Nationwide Securities, INC.Broker
July 2005 - January 2007 · 1 yr 6 mos
Suntrust Investment Services, INC.
January 2005 - June 2005 · 5 mos
Suntrust Securities, INC.Broker
January 2005 - June 2005 · 5 mos
Ncf Financial Services, INC.
July 2003 - January 2005 · 1 yr 6 mos
Ncf Financial Services, INC.Broker
September 2002 - January 2005 · 2 yrs 4 mos
Invest Financial CorporationBroker
August 1992 - September 2002 · 10 yrs 1 mo
State Registrations7 states
ALCAFLGANCSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.