James HenyeyCRD Number: 2009933
Current Firm: Vantage Financial Group, Inc.
James Henyey (CRD# 2009933) is an Investment Advisor Representative working at Vantage Financial Group, Inc. in Cleveland, OH and has over 25 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||4|
|Vantage Financial Group||Cleveland, OH||Jan 1990 - Current||28|
|Currently Unemployed||Brecksville, OH||May 1989 - Current||28|
|Walnut Street Securities, Inc.||Cleveland, OH||Oct 1990 - Aug 2013||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1992|
Total Assets Under Management429MILLIONS
Total Number of Accounts1,942ACCOUNTS
Average Account Value$220,931
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, CT, FL, IL, IN, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX
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