James Williams (CRD# 6118863) is an Investment Advisor Representative working at Hoopoe Advisors in Dorchester, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoopoe Advisors | Dorchester, MA | Mar 2017 - Current | 7 |
| James A Williams & Company LLC | Dorchester, MA | Mar 2000 - Current | 24 |
| Lpl Financial LLC | Dorchester, MA | Oct 2012 - Jul 2017 | 4 |
- MA
-
Total Assets Under Management402MILLIONS
-
Total Number of Accounts472ACCOUNTS
-
Average Account Value$852,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, MA, MN, NH, NJ, NY, PA, TX
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