James Tillar (CRD# 1923001) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Centerville, OH and has over 32 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Advisory Group | Covington, KY | Jan 2023 - Current | 1 |
| Tillar-wenstrup Advisors, LLC | Centerville, OH | Oct 2001 - Jan 2023 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 1991 |
- OH
-
Total Assets Under Management1,016MILLIONS
-
Total Number of Accounts1,692ACCOUNTS
-
Average Account Value$600,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, IN, KY, NH, OH, TX, WA
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