James Kingsley (CRD# 7382089) is an Investment Advisor Representative working at Huntington Financial Advisors in Birch Run, MI and has over 2 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 1031068
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Jan 2024 - Current | < 1 |
| The Huntington Investment Company | Columbus, OH | Jan 2023 - Jan 2024 | 1 |
| Bank Of America | Clarkston, MI | Mar 2022 - Jan 2023 | < 1 |
| The Huntington Investment Company | Columbus, OH | Jan 2022 - Mar 2022 | < 1 |
| Huntington National Bank | Oxford, MI | Jan 2022 - Mar 2022 | < 1 |
| The Huntington Investment Company | Columbus, OH | Aug 2021 - Jan 2022 | < 1 |
| Huntington National Bank | Oxford, MI | Mar 2020 - Jan 2022 | 1 |
| Uber | Lake Orion, MI | Jan 2019 - Mar 2020 | 1 |
| The Greener Cleaner Carpet Cleaning | Oxford, MI | May 2014 - Mar 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2021 |
- MI
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.