James Saling (CRD# 1273628) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 38 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partner Investment Solutions, LLC | Columbus, OH | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Columbus, OH | Mar 2024 - Current | < 1 |
| Level Four Financial, LLC | Mobile, AL | Sep 2021 - Current | 2 |
| Saling, Simms, Associates, Inc. | Columbus, OH | Mar 1983 - Current | 41 |
| Raymond James Financial Services, Inc. | Columbus, OH | Jan 1983 - Sep 2021 | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- OH
- TX
-
Total Assets Under Management297MILLIONS
-
Total Number of Accounts1,152ACCOUNTS
-
Average Account Value$257,584
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.