James Andersen (CRD# 7001766) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Farmington, UT and has over 5 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Hartman Retirement Solutions | St. George, UT | Jun 2020 - Current | 3 |
| Retirement Wealth Advisors, Inc. | St. George, UT | Dec 2019 - Current | 4 |
| Saber & Shield Wealth Management And Insurance Services | South Jordan, UT | Jul 2015 - Current | 8 |
| 2 Churros Holdings LLC | South Jordan, UT | Jul 2014 - Current | 9 |
| Saber And Shield Wealth Management, LLC | South Jordan, UT | Aug 2018 - Nov 2019 | 1 |
| Life Balance Clinic | St. George, UT | Jul 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- 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
- 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, MA, 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, VT, WA, WI, WV, WY
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