James Nealis (CRD# 5584532) is an Investment Advisor Representative working at Eagle Strategies LLC in South Lake Tahoe, CA and has over 14 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 1489018
Aljian Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Team Whiskey | South Lake Tahoe, CA | Oct 2023 - Current | < 1 |
Eagle Strategies LLC | Reno, NV | Feb 2022 - Current | 2 |
Lake Tahoe Unified School District High School | South Lake Tahoe, CA | May 2015 - Current | 9 |
Nylife Securities LLC | Reno, NV | Feb 2009 - Current | 15 |
New York Life Insurance Co | Reno, NV | Aug 2008 - Current | 15 |
Nealis Insurance And Financial Solutions | Zephyr Cove, NV | Apr 2012 - Feb 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2009 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
- NV
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV, WY
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