James A Williams
Investment adviser representative at Hoopoe Advisors
26 yearsExperience
1 stateRegistered in
$610MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Hoopoe AdvisorsMar 2017 to now
- James A Williams & Co. LLCMar 2000 to now
- LPL Financial LLCOct 2012 to Jul 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Hoopoe Advisors
Legal name: Strengthening Families & Communities, LLC
$610MAssets managed
626Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6118863
- Firm CRD
- 282573