James Shaffer (CRD# 2975930) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Oakhurst, CA and has over 26 years of experience in the finance industry.
CRD# 1617984
Kovack Advisors, Inc.
CRD# 4929196
Sierra Asset Management
CRD# 2439591
Planmember Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Allstate Insurance Company | Fresno, CA | Nov 2012 - Current | 11 |
Jcs Insurance And Financial Solutions | Fresno, CA | Nov 2012 - Aug 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1998 |
S65 | NASAA Investment Advisors Law Examination | May 2004 |
- CA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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