Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucila? Claim Your ProfileLucila Williams is a financial advisor with over 19 years of experience in the industry. Lucila is currently registered with Cambridge Investment Research Advisors, Inc. in Colorado and has a Series 6, Series 63, and Series 65 licenses. Lucila has been registered with Cambridge Investment Research Advisors, Inc. since April 2021, and previously worked with Lincoln Financial Securities Corporation and First Command Financial Planning, Inc. Lucila also holds the Certified Financial Planner and Chartered Financial Consultant designations. In addition to their work as a financial advisor, Lucila is involved in various other businesses, including Canyonero Services, Inc., Lotus Financial Partners, The International Advisor, and Kenyonero Properties LLC. Lucila is committed to providing clients with the best possible financial advice and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
11/02/2012 - 04/27/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (DENVER CO)
CO
05/24/2004 - 10/19/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (DENVER CO)
IA
Issued 11/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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