James PanosCRD Number: 4135718
Current Firm: Panos Financial Partners, LLC
James Panos (CRD# 4135718) is an Investment Advisor Representative working at Panos Financial Partners, LLC in Boston, MA and has over 22 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Boston Investment Advisors, LLC||Boston, MA||Aug 2011 - Current||11|
|Concorde Investment Services||Troy, MI||Aug 2011 - Dec 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management32MILLIONS
Total Number of Accounts158ACCOUNTS
Average Account Value$200,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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