Geoffrey Williams (CRD# 5481208) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
John Hancock Distributors LLC | Boston, MA | Jan 2018 - Current | 6 |
John Hancock Funds | Boston, MA | Sep 2016 - Current | 7 |
John Hancock | Tempe, AZ | Sep 2016 - Current | 7 |
Voya Investment Management | Scottsdale, AZ | Jul 2015 - Sep 2016 | 1 |
Voya Investments Distributor, LLC | Scottsdale, AZ | Jul 2015 - Sep 2016 | 1 |
Voya Investment Management Company LLC | Scottsdale, AZ | Jul 2015 - Sep 2016 | 1 |
Voya Investments Distributor, LLC | Windsor, CT | May 2014 - Jun 2015 | 1 |
Voya Investment Management | Scottsdale, AZ | May 2014 - Jun 2015 | 1 |
Voya Investment Management Company, LLC | New York, NY | May 2014 - Jun 2015 | 1 |
Ing Investments Distributor, LLC | Scottsdale, AZ | Nov 2012 - May 2014 | 1 |
Ing Investment Management | Scottsdale, AZ | Nov 2012 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- MA
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Total Assets Under Management181,758MILLIONS
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Total Number of Accounts22,073ACCOUNTS
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Average Account Value$8,234,410
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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