Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
17yrs
Patrick Williams
Financial advisor at Cambridge Investment Research Advisors
Based in Carmel, Indiana, Patrick Williams is a fiduciary financial advisor with 17 years of industry experience. Patrick joined Cambridge Investment Research Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors in Carmel
OfficeCarmel, IN
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Patrick
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Patrick. Carmel, INOffice · Get directions Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Patrick Williams. Patrick works from the Carmel, IN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2009, about 17 years. More experience than 54% of advisors in Carmel.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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