James BoswellCRD Number: 6816944
Current Firm: Ferguson Shapiro LLC
James Boswell (CRD# 6816944) is an Investment Advisor Representative working at Ferguson Shapiro LLC in Decatur, GA and has over 2 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Ferguson Shapiro LLC||Decatur, GA||Aug 2018 - Current||2|
|Kevin Ferguson||Decatur, GA||Aug 2017 - Current||3|
|Axa Advisors LLC||Atlanta, GA||Aug 2017 - Aug 2018||1|
|Green Light Capital Advisors LLC||Atlanta, GA||May 2016 - Jun 2017||1|
|Troutman Sanders||Atlanta, GA||Mar 2016 - Jun 2017||1|
|Ds Capital Lending Group||Atlanta, GA||Jan 2016 - Dec 2016||< 1|
|Censeo Advisors||Atlanta, GA||Aug 2015 - Jan 2016||< 1|
|Boswell Rei LLC||Atlanta, GA||Jun 2010 - Dec 2015||5|
|Federal Home Loan Bank Of Atlanta||Atlanta, GA||May 2015 - Aug 2015||< 1|
|Southern Traditions Clothing||Atlanta, GA||Jan 2011 - Dec 2014||3|
|21st Century Financial||Atlanta, GA||Aug 2014 - Nov 2014||< 1|
|University Of Alabama||Tuscaloosa, AL||Aug 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management190MILLIONS
Total Number of Accounts474ACCOUNTS
Average Account Value$400,974
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, LA, TX
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