James Oury (CRD# 6955202) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Denver, CO and has over 3 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 5495455
Schaefer Financial Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trilogy Capital, Inc. | Huntington Beach, CA | Jun 2020 - Current | 3 |
| Trilogy Financial Services | Denver, CO | Jun 2020 - Current | 3 |
| Colorado State University | Fort Collins, CO | Jun 2016 - Jun 2020 | 4 |
| Unemployed Minor | Encinitas, CA | Jun 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
- TX
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Total Assets Under Management1,887MILLIONS
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Total Number of Accounts18,469ACCOUNTS
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Average Account Value$102,168
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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