James Chandler, financial advisor Alviso CA
93 score

James Chandler

CRD Number: 4442568
Current Firm: Foresters Equity Services, Inc.

James Chandler (CRD# 4442568) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Alviso, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Foresters Equity Services, Inc. Alviso, CA Jan 2014 - Current 2
Teachers Pension & Ins Services Oakdale, CA Oct 2013 - Current 3
Lincoln Investment Planning, Inc. Cincinnti, OH May 2012 - Jun 2013 1
Abc Insurance Market Newport Beach, CA Mar 2012 - Jun 2013 1
Ra Lotter Newport Beach, CA Aug 2009 - Mar 2012 2
Lighthouse Capital Coporation Monterey, CA Nov 2009 - Sep 2011 1
Questar Capital Corporation Minneapolis, MN Sep 2009 - Oct 2009 < 1
Unemployed Alviso, CA Feb 2009 - Sep 2009 < 1
Valic Financial Advisors Emeryville, CA Apr 2007 - Feb 2009 1
Allstate Insurance Company Santa Clara, CA Sep 2006 - Apr 2007 < 1
Pension Planners Securities, Inc. Sacramento, CA Nov 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for James G. Chandler
Phone Number: 858-550-4844
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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