Alicia Williams
Alicia Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilsonville, OR, with 1 years of industry experience. Alicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25195 SW Parkway Ave Ste 201, Wilsonville, OR, 97070
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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.
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Alicia is a licensed real estate broker with Wobbe Real Estate since 2014, dedicating minimal time to this activity. She also provides support services for clients of Cornerstone Tax and Financial Planning, taking about 10-20% of her time, all during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations1 state
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