Ronald Williams
Ronald Williams is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbia, SC, with 26 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
1345 Garner Lane, Ste. 105, Columbia, SC, 29016
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2020Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent since 2003, dedicating minimal time to this activity. He is also involved in real estate, a landowners association, an advisory role with a RIA, and Thoroughbred Investments, Inc.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Investacorp, INC.Broker
Locust Street Securities, INC.Broker
Marketing One Securities, INC.Broker
State Registrations5 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.