Nicole Williams is a registered investment advisor, based in Dallas, TX, with 5 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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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 →Employment History
Current Registrations
Guidestone Financial ServicesBroker
August 2025 - Present · 1 yr 2 mos
Guidestone Advisors
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
May 2024 - March 2025 · 10 mos
Fidelity Brokerage Services LLCBroker
April 2024 - April 2025 · 1 yr
Advice and Planning Services
April 2019 - November 2020 · 1 yr 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2019 - November 2020 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - March 2019 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - March 2019 · 1 yr 5 mos
State Registrations51 states
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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.
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