James MolloyCRD Number: 6148442
Current Firm: Waddell & Reed
James Molloy (CRD# 6148442) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Bni||Colorado Springs, CO||Mar 2017 - Current||1|
|Jim Molloy||Highlands Ranch, CO||Mar 2017 - Current||1|
|Molloy LLC||Highlands Ranch, CO||Mar 2016 - Current||2|
|Mile High||Broomfield, CO||May 2014 - Current||4|
|Various Insurance Carriers For W&r Insurance Agencies||Highlands Ranch, CO||Apr 2013 - Current||5|
|Waddell & Reed, Inc.||Denver, CO||Dec 2012 - Current||5|
|Home Depot||Castle Rock, CO||May 2012 - Aug 2013||1|
|Dg3||Jersey City, NJ||Oct 2009 - May 2013||3|
|Merrill Corp||New York, NY||Sep 1999 - Oct 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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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