James DenoraCRD Number: 4544690
Current Firm: Cambridge Investment Research Advisors, Inc.
James Denora (CRD# 4544690) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Annapolis, MD and has over 15 years of experience in the finance industry. James Denora has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2010 - Current||7|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Dec 2010 - Current||7|
|Mml Investors Services Inc.||Bethesda, MD||Apr 2007 - Dec 2010||3|
|Mass Mutual||Bethesda, MD||Mar 2007 - Dec 2010||3|
|Northwestern Mutual Investment Services, LLC||Annapolis, MD||Mar 2006 - Apr 2007||1|
|Northwestern Mutual Investment Services,llc||Annapolis, MD||Jun 2002 - Apr 2007||4|
|The Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
|S63||Uniform Securities State Law Examination||Sep 2002|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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