James Skaggs, financial advisor Edmond OK
93 score

James Skaggs

CRD Number: 1131083
Current Firm: Cetera Advisor Networks LLC

James Skaggs (CRD# 1131083) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Edmond, OK and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Travelers Richardson, TX Jan 1992 - Current 24
The Charter Financial Group Inc. Oklahoma City, OK Sep 1988 - Current 28
Travelers Insurance Group Hartford, CT Jun 1988 - Current 28
Tower Square Securities, Inc. Edmond, OK Jul 1996 - Aug 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for James L. Skaggs
Phone Number: 310-326-3100
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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