James Biggs (CRD# 6102027) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Zionsville, IN | Feb 2018 - Current | 6 |
Brass Tax Wealth Management, Inc. | Zionsville, IN | Nov 2016 - Current | 7 |
Storen Financial Group | Brownsburg, IN | Jan 2012 - Current | 12 |
Invest Financial Corporation | Tampa, FL | Sep 2012 - Feb 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
S63 | Uniform Securities State Law Examination | Dec 2012 |
- IN
-
Total Assets Under Management626MILLIONS
-
Total Number of Accounts2,311ACCOUNTS
-
Average Account Value$270,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, OH, TX
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