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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Williams is a financial advisor at Bison Wealth, LLC, based in Atlanta, Georgia. John has been in the financial services industry since 2000 and is a Certified Financial Planner. John has a strong background in providing financial planning and investment management services to individuals, families, and businesses. John is also a registered representative with several brokerage firms, including Metric Financial, LLC and has a wide range of experience in serving clients' investment needs. John is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
05/14/2013 - Present
Bison Wealth, LLC (ATLANTA GA)
GA
05/09/2013 - 11/21/2022
SA STONE WEALTH MANAGEMENT INC. (ATLANTA GA)
GA
01/01/2008 - 05/10/2013
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
08/10/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
BOTH
Issued 09/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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