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John Constantine Williams

SBK FINANCIAL, INC.·RICHMOND, Virginia
Clean record3 years registeredSBK FINANCIAL, INC.
1001 HAXALL POINT, RICHMOND, VA 23219CRD# 7245735Firm CRD# 132513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Constantine Williams · RICHMOND, VA
Registration
CRD #7245735 · SBK FINANCIAL, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

WEALTHCROSSING
Sep 2022 – present
02

Registrations & Exams

Registration record
First registered · September 9, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SBK FINANCIAL, INC.
CRD 132513 · SEC 801-64185
AUM
$1.1B
Regulatory assets under management
Employees
18
1,315 client accounts
Services offered by SBK FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SBK FINANCIAL, INC. →
Introduction

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05

Frequently Asked Questions

What services does John Constantine Williams offer?
John Constantine Williams specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are John Constantine Williams's credentials?
John Constantine Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Constantine Williams located?
John Constantine Williams is based in RICHMOND, Virginia, working with SBK FINANCIAL, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does John Constantine Williams charge for services?
John Constantine Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SBK FINANCIAL, INC.?
SBK FINANCIAL, INC. has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SBK FINANCIAL, INC.

Andrea Lynn Broughton
RICHMOND, VA
Claire Elaine Craighill
RICHMOND, VA
Jonathan Bailey
RICHMOND, VA
Stephanie Felts Stumpf
RICHMOND, VA
John Kevin King
RICHMOND, VA

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