William Jones (CRD# 2197444) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Reading, MA and has over 32 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trust Advisory Group, Ltd | Woburn, MA | Oct 1999 - Current | 24 |
| Ages Financial Services, Ltd. | Woburn, MA | Aug 1999 - Current | 24 |
| Pks Associates, Inc. | Reading, MA | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- MA
-
Total Assets Under Management560MILLIONS
-
Total Number of Accounts2,056ACCOUNTS
-
Average Account Value$272,554
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA
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