James Miller (CRD# 4277523) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in Anchorage, AK and has over 9 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden State Equity Partners, LLC | Anchorage, AK | Aug 2022 - Current | 1 |
| Intervest International Equities Corp | Colorado Springs, CO | Jan 2015 - Nov 2022 | 7 |
| Alcon | Anchorage, AK | Apr 2013 - May 2018 | 5 |
| Alaska Regional Hospital | Anchorage, AK | Apr 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
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- AK
- TX
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Total Assets Under Management744MILLIONS
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Total Number of Accounts4,106ACCOUNTS
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Average Account Value$181,131
- A percentage of assets under your management
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