John WilliamsCRD Number: 1066310
Current Firm: Capital Formation Group, Inc.
John Williams (CRD# 1066310) is an Investment Advisor Representative working at Capital Formation Group, Inc. in Wellesley, MA and has over 35 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Valmark Securities, Inc.||Akron, OH||Jul 2009 - Current||8|
|L Warner Companies||Wellesley, MA||Jan 2007 - Current||11|
|Capital Formation Group Inc.||Wellesley Hills, MA||Jan 1986 - Current||32|
|Capital Formation Ins Agency||Wellesley Hills, MA||Jun 1985 - Current||32|
|M Holdings Securities, Inc.||Portland, OR||Jan 2007 - Jul 2009||2|
|Winslow, Evans & Crocker, Inc.||Boston, MA||Jul 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
Total Assets Under Management178MILLIONS
Total Number of Accounts280ACCOUNTS
Average Account Value$636,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, IL, MA, NJ, NY, PA
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