James
Williams
Planmember Securities Corporation
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About this Advisor
James Williams is a financial advisor based in Lancaster, Pennsylvania, working with Planmember Securities Corporation. James has previously held positions at The Investment Center, Inc, Ic Advisory Services, Inc, James G. Williams (Self Employed), Planmember Securities Corporation, and Williams Wealth Management. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Planmember Securities Corporation, which operates out of Lancaster, Pennsylvania. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Williams Work History
Planmember Securities Corporation
Williams Wealth Management
James G. Williams (Self Employed)
The Investment Center, Inc
Ic Advisory Services, Inc
Disclosures
Please visit the SEC profile of James Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Davenport, IA
Akron, OH
Carpinteria, CA
Carpinteria, CA
Houston, TX
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