James LaniganCRD Number: 3130236
Current Firm: Covey Capital Advisors, LLC
James Lanigan (CRD# 3130236) is an Investment Advisor Representative working at Covey Capital Advisors, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Covey Capital Advisors, LLC||Atlanta, GA||Apr 2007 - Current||10|
|Ziff Brothers Investments||New York, NY||Jun 2000 - Apr 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management422MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$60,352,070
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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