Cecilia T. Williams
Professional summary
Cecilia Townsley Williams, AIF®, CFP®, who also goes by Cecilia Marie Townsley, is a registered financial advisor currently at HALBERT HARGROVE located in Carlsbad, California.
Cecilia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cecilia has worked at 2 firms and has passed the Series 66, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cecilia Townsley Williams's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
October 5, 2006 - Present
HALBERT HARGROVE
Office #2: 5055 Avenida Encinas Suite 100, Carlsbad, CA 92008June 27, 2006 - December 31, 2010
HALBERT, HARGROVE & CO.
Primary Firm SEC Registration
HALBERT HARGROVE
CRD#: 105515 / SEC#: 801-33048
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2006)
Exams
Current Firm
HALBERT HARGROVE
CRD#: 105515 / SEC#: 801-33048
Contact information
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,671 |
| AUM (Assets Under Management) | $ 3,516,418,609 |
Red Flags
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