James Livolsi, financial advisor Bedford NH
90 score

James Livolsi

CRD Number: 5964114
Current Firm: Ameriprise Financial Services, Inc.

James Livolsi (CRD# 5964114) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Bedford, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services,inc.. Bedford, NH Aug 2013 - Current 3
Lincoln Financial Securities Concord, NH Aug 2011 - Aug 2013 2
Plymouth State University Plymouth, NH Aug 2007 - May 2011 3
Td Bank Manchester, NH Jun 2010 - Sep 2010 < 1
Toyota Of Nashua Nashua, NH May 2009 - Sep 2009 < 1
Outdoor Escapes LLC Hudson, NH May 2008 - Sep 2008 < 1
Hannafords Plymouth, NH Mar 2008 - May 2008 < 1
Harvest Market Bedford, NH Aug 2006 - May 2007 < 1
Bob Nadeaus Subs Goffstown, NH Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for James Livolsi
Phone Number: 612-671-3131
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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