James AnsayCRD Number: 4569643
Current Firm: Primerica Advisors
James Ansay (CRD# 4569643) is an Investment Advisor Representative working at Primerica Advisors in Brookfield, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Pfs Investments Inc.||Brookfield, WI||Jul 2002 - Current||15|
|Primerica Financial Services||Brookfield, WI||Mar 2002 - Current||16|
|Self Employed||Oconomowic, WI||Jan 2002 - Current||16|
|Paralon Industries||Dousman, WI||Apr 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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