Isabella Grace Williams

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2017 → 05/2021
  Full Time Education
  Athens, GA
• 05/2018 → 07/2018
  Harris And Company
  Jesup, GA
• 03/2020 → 12/2020
  Captain Joe's Seafood
  Jesup, GA
• 02/2016 → 06/2017
  Jones Prescription Shop
  Jesup, GA
• 08/2013 → 05/2017
  Full Time Education
  Jesup, GA
• 03/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA / 1776 Pleasant Plain Rd, Fairfield IA 52556 / 3/2023 / IAR AFFILIATION / INV REL / 160 HR/MO - 120 HR TRADING 2) LIGHTHOUSE FINANCIAL ADVISORS, LLC, 2487 Demere Road, Suite 200, St. Simons Island GA 31522, 03/01/2023, Financial Advisor, Using a Trade Name/dba, INV REL, 32 HR/MO, 32 HR/MO TRADING. 3) COAST WEALTH, LLC, 371 Brockinton Marsh, St. Simons Island GA 31522, United States, START DATE 01/2026, Owner, Accounting/Bookkeeping/Payroll Services, NIR, HR/MO 3, HR/MO TRADING 0

Exams

• S66 Uniform Combined State Law Examination
  2023-02-16

Other Names

• Isabella Williams