John Williamson (CRD# 2357023) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Steilacoom, WA and has over 30 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penny Lane Wealth Management, LLC | Tacoma, WA | Mar 2023 - Current | 1 |
| Alexander Capital Wealth Management, LLC | New York, NY | Sep 2017 - Current | 6 |
| Alexander Capital, LP | New York, NY | Dec 2016 - Current | 7 |
| Portfolio Strategies Inc. | Tacoma, WA | Jul 1999 - Current | 24 |
| Portfolio Strategies Inc. | Tacoma, WA | Dec 2001 - Jan 2023 | 21 |
| Edi Financial, Inc. | Tacoma, WA | May 2001 - Dec 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- TX
- WA
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Total Assets Under Management121MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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