Joseph Williams (CRD# 4814021) is an Investment Advisor Representative working at J. Williams Wealth Management, LLC in East Dennis, MA and has 1 year of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retired | East Dennis, MA | Sep 2003 - Current | 20 |
- MA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$1,776,795
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
MA
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