James Fossum, financial advisor Birmingham AL
90 score

James Fossum

CRD Number: 5975769
Current Firm: Valic Financial Advisors, Inc.

James Fossum (CRD# 5975769) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Birmingham, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Birmingham, AL Nov 2015 - Current 1
Thrivent Financial For Lutherans Appleton, WI May 2012 - Nov 2015 3
Thrivent Investment Management Inc. Huntsville, AL Nov 2011 - Nov 2015 4
Thrivent Financial For Lutherans Appleton, WI Feb 2012 - May 2012 < 1
Unemployed Huntsville, AL Nov 2008 - Nov 2011 3
Crescent Electric Sheridan, WY Sep 2008 - Nov 2008 < 1
Unemployed Sheridan, WY Jun 2008 - Sep 2008 < 1
Poll Motors Sheridan, WY Apr 2008 - Jun 2008 < 1
Unemployed Sheridan, WY Jun 2007 - Apr 2008 < 1
Quizno Sub Sheridan, WY Dec 1999 - Jun 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for James A. Fossum
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, 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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