Unclaimed Profile

James D Williams

CPWA LLC·HOOD RIVER, Oregon

Clean recordCPWA LLC

1313 BELMONT AVE., HOOD RIVER, OR 97031CRD# 5739663Firm CRD# 322424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James D Williams · HOOD RIVER, OR

Registration

CRD #5739663 · CPWA LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James D Williams is a registered financial advisor based in HOOD RIVER, Oregon, affiliated with CPWA LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CPWA LLC

CROWN POINT WEALTH ADVISORS

AUM

$111M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CPWA LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5739663

Firm CRD# 322424

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James D Williams offer?

James D Williams specializes in Financial Planning, Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.

What are James D Williams's credentials?

James D Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James D Williams located?

James D Williams is based in HOOD RIVER, Oregon, working with CPWA LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.

How does James D Williams charge for services?

James D Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPWA LLC?

CPWA LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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