James A Williams

Employer firm

Hoopoe Advisors CRD 282573

$610M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  James A Williams & Co. Llc
  Dorchester, MA
• 10/2012 → 07/2017
  Lpl Financial Llc
  Dorchester, MA
• 03/2017 → Present
  Hoopoe Advisors
  Dorchester, MA

Previous Registrations

• 2012-10-11 → 2017-07-26
  Lpl Financial Llc
  Dorchester, MA
  Boston, MA

Other Businesses

James A. Williams is an accountant. From time to time, he will offer clients advice or products from this activity. Hoopoe Advisors always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Hoopoe Advisors in their capacity as an accountant.

Other Names

• James Williams