John Williams, financial advisor Hurricane WV

John Williams

CRD Number: 2679439
Current Firm: Ironwood Wealth Management, Inc.

John Williams (CRD# 2679439) is an Investment Advisor Representative working at Ironwood Wealth Management, Inc. in Hurricane, WV and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ironwood Wealth Management, Inc. Hurricane, WV Dec 2001 - Current 18
Purshe Kaplan Sterling Investments Albany, NY Jan 2004 - Feb 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for John D. Williams
Phone Number: 304-760-6000
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $277,215
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

SC, WV

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

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