James Taegel, financial advisor Clinton Township MI
93 score

James Taegel

CRD Number: 4591292
Current Firm: Cambridge Investment Research Advisors, Inc.

James Taegel (CRD# 4591292) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton Township, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2017 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2017 - Current < 1
National Planning Corporation Clinton Township, MI Oct 2012 - Oct 2017 5
National Planning Corporation Clinton Township, MI Oct 2012 - Oct 2017 5
Transamerica Financial Advisors, Inc. Shelby Township, MI Sep 2009 - Oct 2012 3
Transamerica Financial Advisors Shelby Township, MI Jul 2004 - Sep 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for James M. Taegel
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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