James ColeCRD Number: 6241909
Current Firm: Infinex Investments, Inc.
James Cole (CRD# 6241909) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chelsea, MI and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
Harbor Light Planning
|Flagstar Bank||Ann Arbor, MI||Jul 2016 - Current||5|
|Infinex Investmenst, Inc.||Meriden, CT||Jul 2016 - Current||5|
|M/o Marketing||Toledo, OH||Apr 2016 - Jul 2016||< 1|
|Jd Mellberg Financial||Toledo, OH||Jul 2015 - Apr 2016||< 1|
|Huntington Investment Company||Bryan, OH||Oct 2014 - Jul 2015||< 1|
|Citizens Bank||Sylvania, OH||Jun 2014 - Sep 2014||< 1|
|Cco Investment Services||Sylvania, OH||Jun 2014 - Sep 2014||< 1|
|Pnc Bank||Toledo, OH||Aug 2013 - May 2014||< 1|
|Pnc Investments||Toledo, OH||Aug 2013 - May 2014||< 1|
|Pnc Financial Services Inc.||Toledo, OH||Sep 2012 - Aug 2013||< 1|
|State University Of New York||Bowling Green, OH||Jun 2012 - Sep 2012||< 1|
|Fifth Third Bancorp||Bowling Green, OH||Jun 2011 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management2,547MILLIONS
Total Number of Accounts8,349ACCOUNTS
Average Account Value$305,076
- 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
- Selection of other advisers (including private fund managers)
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, WY
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