Profilo
James Richard Williams worked as a Financial Advisor at TD Waterhouse Securities, Inc. He then served as the Chief Investment Officer at Creative Planning LLC from 2005 to 2023.
Mr. Williams obtained his undergraduate degree from the University of Missouri-Kansas City in 2000.
Precedenti posizioni note di James Williams
| Società | Posizione | Fine |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Direttore degli Investimenti | 01/11/2023 |
| TD Waterhouse Securities, Inc. | Corporate Officer/Principal | - |
Formazione di James Williams
| University of Missouri-Kansas City | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
| TD Waterhouse Securities, Inc. |
- Borsa valori
- Insiders
- James Williams
