John Williams, financial advisor Wellesley MA
96 score

John Williams

CRD 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 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Jul 2009 - Current 7
L Warner Companies Wellesley, MA Jan 2007 - Current 9
Capital Formation Group Inc. Wellesley Hills, MA Jan 1986 - Current 30
Capital Formation Ins Agency Wellesley Hills, MA Jun 1985 - Current 31
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
Contact Info for John D. Williams
Phone Number: 781.237.0123
Registered State(s):
  • CT
  • IL
  • MA
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $636,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, IL, MA, NJ, NY, PA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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