CW
CW

Cathey Williamson

26 Years of Experience
Creve Coeur, MO
BrokerSells Insurance

Cathey Williamson is a registered investment advisor, based in Creve Coeur, MO, with 26 years of industry experience.

Location

12645 Olive Blvd., 2nd Floor, Ste. 210, Creve Coeur, MO, 63141

Get directions

History

Regulatory History
Clean regulatory record

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

Cathey is an independent insurance agent for various agencies and owner of Good Steward Insurance Group LLC, spending about 10-20% of her time on these activities. She also holds board member positions in several organizations and is involved in event planning and financial education.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2017 - Present · 8 yrs 9 mos
Cambridge Investment Research Advisors, INC.
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
First Heartland Consultants, INC.
April 2011 - October 2017 · 6 yrs 6 mos
First Heartland Capital, INC.Broker
February 2010 - October 2017 · 7 yrs 8 mos
LPL Financial CorporationBroker
September 2009 - March 2010 · 6 mos
Universal Financial Planning Consultants, INC.
April 2009 - February 2010 · 10 mos
Mutual Service CorporationBroker
February 2005 - September 2009 · 4 yrs 7 mos
Edward Jones
November 1999 - February 2005 · 5 yrs 3 mos
Edward JonesBroker
September 1999 - February 2005 · 5 yrs 5 mos
State Registrations19 states
ALCODCFLGAILLAMDMNMOMSNCNYOHTNTXWAWIWV
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.
Cathey Williamson - Financial Advisor | TrueAdvisor