Ralph Cannon Williams Jr
CFP®Professional Summary
Ralph Cannon Williams JR, CFP® is a registered financial advisor currently at SAGE WEALTH SOLUTIONS, LLC located in Palmdale, California. Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Ralph has worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
Credentials
Years of Experience
51 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
Current Firm
SAGE WEALTH SOLUTIONS, LLC
Contact Information
Main Address
40462 Snake Lane, Palmdale, CA 93551Phone Number
(661) 265-7526# of Employees
1Documents
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
State Registrations and Notice Filings
(1/5/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Feb 1975Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Ralph Cannon Williams JR's CRS (Customer Relationship Summary).
Similar Advisors
STATE FARM INVESTMENT MANAGEMENT CORP.