James CordellCRD Number: 2200732
Current Firm: Intercarolina Financial Services, Inc.
James Cordell (CRD# 2200732) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Chapel Hill, NC and has over 28 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Intercarolina Financial Services||Greensboro, NC||Dec 2010 - Current||9|
|Morgan Stanley Smith Barney||Durham, NC||Jun 2009 - Dec 2010||1|
|Citigroup Global Markets Inc.||Durham, NC||Jan 2002 - Dec 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management50MILLIONS
Total Number of Accounts141ACCOUNTS
Average Account Value$356,028
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, KY, MA, MN, NC, ND, NV, SC, SD, TX, WI
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