John Williams, financial advisor Osterville MA

John Williams

CRD Number: 4885676
Current Firm: Burr & Company, LLC

John Williams (CRD# 4885676) is an Investment Advisor Representative working at Burr & Company, LLC in Osterville, MA and has over 19 years of experience in the finance industry. John Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Burr & Company, LLC Osterville, MA Jan 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for John B. Williams
Phone Number: 508.428.1677
Firm Website: http://www.burrandco.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,477,788
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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