James McCleeryCRD Number: 6705810
Current Firm: Charles Schwab & Company, Inc.
James McCleery (CRD# 6705810) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Easton, MD and has over 3 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
|Charles Schwab & Company, Inc.||Easton, MD||Sep 2016 - Current||5|
|West Virginia University||Morgantown, WV||Aug 2013 - Aug 2016||3|
|Boston Beanery||Morgantown, WV||May 2013 - May 2015||2|
|Alderson-broaddus University||Phillipi, WV||May 2012 - May 2013||1|
|The Linsly School||Wheeling, WV||May 2005 - May 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
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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