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John Ray Williams

1776 WEALTH LLC·SANDY SPRINGS, Georgia
Clean record1776 WEALTH LLC
750 HAMMOND DRIVE, SANDY SPRINGS, GA 30328CRD# 1865081Firm CRD# 286321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Ray Williams · SANDY SPRINGS, GA
Registration
CRD #1865081 · 1776 WEALTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Ray Williams is a registered financial advisor based in SANDY SPRINGS, Georgia, affiliated with 1776 WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
1776 WEALTH LLC
1776 WEALTH LLC
AUM
$360M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at 1776 WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1865081
Firm CRD# 286321
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Ray Williams offer?
John Ray Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANDY SPRINGS, Georgia for a consultation.
What are John Ray Williams's credentials?
John Ray Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Ray Williams located?
John Ray Williams is based in SANDY SPRINGS, Georgia, working with 1776 WEALTH LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.
How does John Ray Williams charge for services?
John Ray Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1776 WEALTH LLC?
1776 WEALTH LLC has approximately 2 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 1776 WEALTH LLC

Ryan Smith
SANDY SPRINGS, GA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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