James CartwrightCRD Number: 5057640
Current Firm: Charles Schwab & Company, Inc.
James Cartwright (CRD# 5057640) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Denver, CO and has over 15 years of experience in the finance industry.
Cetera Advisor Networks LLC
Meridian Wealth Management LLC
|Charles Schwab Bank||Denver, CO||Apr 2008 - Current||13|
|Charles Schwab & Company, Inc.||Denver, CO||Oct 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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