Profile
James Richard Williams worked as a Financial Advisor at TD Waterhouse Securities, Inc. He then served as the Chief Investment Officer at Creative Planning LLC from 2005 to 2023.
Mr. Williams obtained his undergraduate degree from the University of Missouri-Kansas City in 2000.
Former positions of James Williams
| Companies | Position | End |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Chief Investment Officer | 2023-10-31 |
| TD Waterhouse Securities, Inc. | Corporate Officer/Principal | - |
Training of James Williams
| University of Missouri-Kansas City | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
| TD Waterhouse Securities, Inc. | |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
- Stock Market
- Insiders
- James Williams
