James Waldo, financial advisor Naples FL

James Waldo

CRD Number: 2935547
Current Firm: Waldo Investment Advisors, LLC

James Waldo (CRD# 2935547) is an Investment Advisor Representative working at Waldo Investment Advisors, LLC in Naples, FL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Waldo Investment Advisors, LLC Naples, FL Dec 2020 - Current 3
Waldo Investment Advisors, LLC Ashburn, VA May 2014 - Dec 2020 6
Scitor Corporation Reston, VA Apr 2005 - Apr 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
Contact Info for James R. Waldo
Phone Number: 800-694-0492
Registered State(s):
  • FL
Current Firm Details
Waldo Investment Advisors, LLC
Firm's CRD Number: 171722
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $546,463
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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