William James (CRD# 1341286) is an Investment Advisor Representative working at William J. James, Inc. in Bloomington, IN and has over 39 years of experience in the finance industry.
CRD# 4737760
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
CRD# 4059124
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William J. James, Inc. | Bloomington, IN | Feb 2004 - Current | 20 |
| Linsco/private Ledger Corp. | Bloomington, IN | Dec 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
- IN
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$135,157
- 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
IN
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