James Wynne (CRD# 4128317) is an Investment Advisor Representative working at James A Wynne LLC in Hinckley, OH and has over 24 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James A Wynne LLC | Hinckley, OH | Oct 2022 - Current | 1 |
| Summit Wealth Management LLC | Akron, OH | Nov 2019 - Current | 4 |
| Weidrick Livesay & Company | Akron, OH | Nov 2019 - Apr 2022 | 2 |
| Egi Financial Inc. | Akron, OH | Aug 2009 - Oct 2020 | 11 |
| American Heritage Securities Inc. | Akron, OH | Jul 2009 - Nov 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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