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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Williford is a financial advisor with Cetera Investment Advisers LLC. Eric has been in the financial services industry for over 30 years and holds a Series 7, Series 24, Series 53, Series 63, Series 65 and Series 66 license. Eric has worked at several firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NATIONWIDE SECURITIES, INC. and SUNTRUST SECURITIES, INC. Eric's areas of expertise include financial planning, portfolio management for businesses and individuals, selection of other advisors and educational seminars. Eric's firm, Cetera Investment Advisers LLC, is a registered investment advisor that provides financial advice to individuals, businesses, and institutions. The firm's services include financial planning, portfolio management, and retirement planning. The firm also offers a variety of investment products, including mutual funds, exchange-traded funds, and annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (BELMONT NC)
NC
08/08/2007 - 01/16/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
07/12/2005 - 01/25/2007
NATIONWIDE SECURITIES, INC. (GASTONIA NC)
GA
01/03/2005 - 06/06/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
08/14/1992 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 8/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 7/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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