Nicole Mcwilliams
Nicole Mcwilliams is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Albany, IL, with 11 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Albany, IL
Get directionsHistory
Regulatory History (2)
Financial
November 2025Financial
June 2024Other Business Activities
Nicole works as an advisory representative of an RIA, spending nearly full-time on this activity. She dedicates a significant portion of that time to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sentinel Securities, INC.Broker
Sentinel Pension Advisors INC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Quad City Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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.