Ralston James, financial advisor Camas WA
90 score

Ralston James

CRD Number: 6048892
Current Firm: Fisher Investments

Ralston James (CRD# 6048892) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Camas, WA Nov 2014 - Current 2
Bank Of America, N.a. Yorba Linda, CA Aug 2012 - Oct 2014 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Yorba Linda, CA Mar 2012 - Oct 2014 2
Unemployed Irvine, CA Dec 2011 - Mar 2012 < 1
Full-time Education La Mirada, CA Apr 2011 - Dec 2011 < 1
Ponderosa Christian Camps Running Springs, CA Jan 2011 - Apr 2011 < 1
Option Investments, Inc. Irvine, CA Jan 2009 - Apr 2011 2
Best Buy Irvine, CA Sep 2008 - Jan 2009 < 1
Unemployed Irvine, CA Jun 2008 - Sep 2008 < 1
Ucsd Psychiatric Outpatient Clinic San Diego, CA Dec 2007 - Jun 2008 < 1
Full Time Education San Diego, CA Sep 2007 - Dec 2007 < 1
Stonefire Grill Restaurant Irvine, CA Mar 2007 - Sep 2007 < 1
Full Time Education Irvine, CA Apr 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Ralston H. James
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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