Perfil
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.
Antiguos cargos conocidos de James Williams.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Director de Inversiones | 01/11/2023 |
| TD Waterhouse Securities, Inc. | Corporate Officer/Principal | - |
Formación de James Williams.
| University of Missouri-Kansas City | Undergraduate Degree |
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Relaciones de 1er grado
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| Empresas privadas | 2 |
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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. |
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