James Shaver (CRD# 1769162) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Billings, MT and has over 36 years of experience in the finance industry.
CRD# 5558662
Evergreen Financial Group
CRD# 3099918
Lpl Financial LLC
CRD# 1795706
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Billings, MT | Jun 2022 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2022 - Jun 2022 | < 1 |
| First Financial Equity Corporation | Billings, MT | Jun 2009 - Apr 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1994 |
- MT
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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