Adviser and broker representative · Cambridge Investment Research Advisors, Inc.
Tamala G. Williams
CRD 4166303 · Atlanta, GA
At a glance
Tamala G. Williams is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tamala’s SEC record dates to 2012, about 13 years ago. Tamala is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Cambridge Investment Research Advisors, Inc.Since December 2015Atlanta, GA · $139B in regulatory assets
- Duncan Financial Planning AdvisorsSince December 2020Atlanta, GA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2012 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tamala’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.