JW
Joseph Williams
from Capital Management LLC
Joseph Williams is a financial advisor based in North Carolina, Greensboro,
with 32 years of experience. Joseph currently works for
Capital Management LLC.
Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Williams works at Capital Management LLC
Capital Management LLC is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $252,633,751 of assets under management and employs about 4 people. Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
21 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
628 Green Valley Road, Suite 204, Greensboro, North Carolina, 27408
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