Alicia Monique Williams

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2014 → 11/2017
  John L Scott Real Estate
  Redmond, OR
• 11/2017 → 12/2022
  Windermere Real Estate
  Redmond, OR
• 03/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2014 → Present
  Wobbe Real Estate
  Florence, OR
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2023 → 09/2025
  Cornerstone Tax And Financial Planning
  Aurora, OR

Other Businesses

1.NAME OF OTHER BUSINESS: WOBBE REAL ESTATE, INVESTMENT RELATED: NO, ADDRESS: 1625 12TH STREET, FLORENCE, OR 97439, NATURE OF BUSINESS: REAL ESTATE BROKER, START DATE: 03/2014, POSITION/TITLE/RELATIONSHIP: REAL ESTATE BROKER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LICENSED TO SELL REAL ESTATE;

Exams

• S66 Uniform Combined State Law Examination
  2024-05-14

Other Names

• Alicia Monique Rosier
• Alicia Monique Wobbe
• Alicia Monique Mcknight
• Alicia Monique Spencer
• Alicia Williams