James Yent (CRD# 5048850) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 18 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Generations Wealth Advisors LLC | Raleigh, NC | Jan 2024 - Current | < 1 |
| Usa Financial Securities Corporation | Ada, MI | Oct 2006 - Current | 17 |
| Golden Years Advisors | Raleigh, NC | Apr 2003 - Jan 2024 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CA
- CT
- DC
- FL
- KY
- LA
- MD
- NC
- TX
- UT
- VA
- WI
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
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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, VI, VT, WA, WI, WV
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