Carolyn Williams is a CFP-designated registered investment advisor, based in Carrollton, TX, with 29 years of industry experience.
Location
Carrollton, TX
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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
Carolyn is an independent insurance agent since 2010 and an advisory representative of a RIA. She is also an IAR for Renaissance Wealth Management, spending nearly full-time on this role, and a board member, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Robert Thomas Securities, INCBroker
State Registrations16 states
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