Andrew James (CRD# 5653011) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.
CRD# 2640119
Cetera Investment Advisers LLC
CRD# 4293380
Prosperity - An Eisneramper Company
CRD# 1698005
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Franklin Street Partners, Inc. | Chapel Hill, NC | Jun 2002 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- NC
- TX
-
Total Assets Under Management3,465MILLIONS
-
Total Number of Accounts1,563ACCOUNTS
-
Average Account Value$2,216,917
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, MA, NC, NJ, NY, SC, TN, TX, VA
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