John
Williamson
Alexander Capital Wealth Management LLC
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About this Advisor
John Williamson is a financial advisor based in Steilacoom, Washington, working with Alexander Capital Wealth Management LLC. John has previously held positions at Portfolio Strategies Inc, Edi Financial, Inc, Alexander Capital Wealth Management, LLC, Penny Lane Wealth Management, LLC, and Alexander Capital, Lp. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, John is part of Alexander Capital Wealth Management LLC, which operates out of Steilacoom, Washington. The firm has 16 offices and 26 employees. The firm manages assets totaling $120.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alexander Capital Wealth Management LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Alexander Capital Wealth Management LLC Brokerage Details
$120,789,910
26
531
$227,476
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
John Williamson Work History
Penny Lane Wealth Management, LLC
Alexander Capital Wealth Management, LLC
Alexander Capital, Lp
Portfolio Strategies Inc
Edi Financial, Inc
Portfolio Strategies Inc
Disclosures
Please visit the SEC profile of John Williamson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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