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Jeffrey W
CFP®, Series 63
Houston, TX
Cambridge Investment Research Advisors
Jeffrey Williams is a CFP®-designated financial advisor with Cambridge Investment Research Advisors in Houston, TX. He has one year of industry experience and also has a decade of work history with TJX-Marshalls. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, trusts, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.
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