James RichterCRD Number: 3092566
Current Firm: Telos Asset Management Company
James Richter (CRD# 3092566) is an Investment Advisor Representative working at Telos Asset Management Company in Elgin, IL and has over 19 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Telos Asset Management Company||Elgin, IL||Feb 2017 - Current||1|
|Monotelo Advisors||Elgin, IL||Feb 2015 - Current||3|
|Hd Vest Investment Services||Elgin, IL||Jul 2015 - Feb 2017||1|
|Hd Vest Advisory Services||Elgin, IL||Jul 2015 - Feb 2017||1|
|Performance Trust||Chicago, IL||Sep 2007 - Jan 2015||7|
|Performance Trust Investment Advisors, LLC||Chicago, IL||Sep 2007 - Jan 2015||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management4MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$300,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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