James Banks (CRD# 821329) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MO and has 1 year of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Columbia, MO | Sep 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2020 - Current | 3 |
| J. David Banks, C.f.p. | Columbia, MO | Apr 1987 - Current | 37 |
| First Allied Securities, Inc. | San Diego, CA | May 2008 - Sep 2022 | 14 |
| First Allied Advisory Services, Inc. | San Diego, CA | May 2008 - Nov 2020 | 12 |
- MO
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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