Burr & Company, LLC
Burr & Company, LLC (CRD# 141975) is a financial advisory firm headquartered in Osterville, MA. They manage $47,289,230 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management47MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$1,477,788
- 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
MA
John Williams (CRD# 4885676) is an Investment Advisor Representative working at Burr & Company, LLC in Osterville, MA and has over 19 years of experience in the finance industry. John Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.