James Allen (CRD# 4345251) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 22 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston, MA | Jun 2014 - Current | 9 |
| Scudder Distributors, Inc. | Chicago, IL | Jan 2001 - Jun 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- MA
-
Total Assets Under Management77,205MILLIONS
-
Total Number of Accounts6,289ACCOUNTS
-
Average Account Value$12,276,230
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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