Vinell Mcwilliams
Vinell Mcwilliams is a registered investment advisor at Cetera Investment Advisers LLC, based in Lincoln, CA, with 32 years of industry experience. Vinell 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
Firm Size
IM Fee
Assets Under Management
Location
Lincoln, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vinell operates McWilliams Financial Corp, doing business as a fixed insurance and securities business since 1997.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Sutro & CO. IncorporatedBroker
Charter Investment Group, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations15 states
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