James RamsayCRD Number: 5979119
Current Firm: Advice And Planning Services
James Ramsay (CRD# 5979119) is an Investment Advisor Representative working at Advice And Planning Services in Bellevue, WA and has over 6 years of experience in the finance industry.
Brighton Jones LLC
|Tiaa-cref Individual & Institutional Services, LLC||Seattle, WA||Jun 2014 - Current||3|
|Tiaa||Seattle, WA||Jun 2014 - Current||3|
|Unemployed||Newcastle, WA||Feb 2014 - May 2014||< 1|
|Bank Of America, N.a.||Mercer Island, WA||Sep 2012 - Jan 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mercer Island, WA||Aug 2012 - Jan 2014||1|
|Unemployeed||Newcastle, WA||May 2012 - Aug 2012||< 1|
|Becu||Seattle, WA||Jan 2012 - May 2012||< 1|
|Unemployeed||Newcastle, WA||Dec 2011 - Dec 2011||< 1|
|Axa Advisors, LLC||Bellevue, WA||Nov 2011 - Nov 2011||< 1|
|Unemployed||Newcastle, WA||Nov 2009 - Nov 2011||2|
|Allied Steel Fabricators, Inc.||Redmond, WA||Mar 1996 - Nov 2009||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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