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Cecilia Townsley Williams

HALBERT HARGROVE GLOBAL ADVISORS, LLC·LONG BEACH, California
Series 6, Series 7, Series 66CFPClean record19 years registeredHALBERT HARGROVE GLOBAL ADVISORS, LLC
111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7908CRD# 5136559Firm CRD# 105515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cecilia Townsley Williams · LONG BEACH, CA
Registration
CRD #5136559 · HALBERT HARGROVE GLOBAL ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

HALBERT HARGROVE
Oct 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 66
Registration record
First registered · October 5, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CRD 105515 · SEC 801-33048
AUM
$3.2B
Regulatory assets under management
Employees
49
4,434 client accounts
Services offered by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HALBERT HARGROVE GLOBAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cecilia Townsley Williams offer?
Cecilia Townsley Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.
What are Cecilia Townsley Williams's credentials?
Cecilia Townsley Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Cecilia Townsley Williams located?
Cecilia Townsley Williams is based in LONG BEACH, California, working with HALBERT HARGROVE GLOBAL ADVISORS, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Cecilia Townsley Williams charge for services?
Cecilia Townsley Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALBERT HARGROVE GLOBAL ADVISORS, LLC?
HALBERT HARGROVE GLOBAL ADVISORS, LLC has approximately 49 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PFS
Brenden Patrick Melrose
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John Carlos Abusaid
LONG BEACH, CA
Russell Thomas Hill
LONG BEACH, CA
Craig Travis Cross
LONG BEACH, CA

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