James Bivins (CRD# 6722739) is an Investment Advisor Representative working at Certified Planning Services, LLC in Avon, CO and has over 7 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bivins & Bunyak Cpas, Pllc | Denver, CO | Aug 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CO
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$477,760
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO
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