James Pelletier (CRD# 6228242) is an Investment Advisor Representative working at Wedmont Private Capital in West Chester, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedmont Private Capital LLC | West Chester, PA | Dec 2019 - Current | 4 |
| Wedmont Private Capital LLC | West Chester, PA | Dec 2019 - Apr 2021 | 1 |
| Ubs Financial Services Inc. | Boston, MA | Jan 2016 - Dec 2019 | 3 |
| Credit Suisse Lending LLC | Boston, MA | Oct 2014 - Jan 2016 | 1 |
| Credit Suisse Securities (usa) LLC | Boston, MA | Aug 2014 - Jan 2016 | 1 |
| Boston College | Chestnut Hill, MA | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- ME
- TX
-
Total Assets Under Management1,577MILLIONS
-
Total Number of Accounts1,505ACCOUNTS
-
Average Account Value$1,048,034
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, LA, MA, MD, ME, MI, NH, NJ, NY, PA, TX, VA, WA
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