James Geygan (CRD# 5156746) is an Investment Advisor Representative working at Global Value Investment Corporation in Princeton, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Value Investment Corp | Milwaukee, WI | May 2017 - Current | 6 |
| Wells Fargo Funds Distributor, LLC | Boston, MA | Sep 2015 - May 2017 | 1 |
| Wells Fargo Advisors LLC | Austin, TX | Jan 2013 - Sep 2015 | 2 |
| Wells Fargo Bank Na | Austin, TX | Apr 2012 - Sep 2015 | 3 |
| Austin Online Solutions, Inc. | Austin, TX | Oct 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- MA
- TX
- WI
-
Total Assets Under Management171MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$385,305
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, FL, IL, MA, MT, NJ, NY, SC, TX, WI, WY
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