Sean Williams is a CFP-designated registered investment advisor, based in Be Air, MD, with 20 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold.
Location
321 Fulford Ave., Be Air, MD, 21014
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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
Sean is the owner and an independent insurance agent for various independent insurance companies through Sojourn Wealth Advisory LLC, dedicating a few hours per week. He is also an advisory representative of a RIA, CIRA, taking nearly full-time hours, and a board member of Redeemer Classical Christian School, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations3 states
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