Unclaimed
Eric Scott Williford is a financial advisor with Cetera Investment Advisers LLC. He has been in the industry since June 4, 1993, and has worked with firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NATIONWIDE SECURITIES, INC., and SUNTRUST SECURITIES, INC. Eric holds Series 63, 65, 66, 7, 24, and 53 securities licenses. He is registered in California, Georgia, North Carolina, and South Carolina and specializes in providing investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. In addition to his investment advisory services, Williford also provides fixed insurance products through his S corporation, Williford Financial Services.
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.
1
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 08/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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