James LaFemina, ChFC, financial advisor Englewood CO

James LaFemina, ChFC

CRD Number: 5660604
Current Firm: Prudential Financial Planning Services
Compensation Model: Both

James LaFemina, ChFC (CRD# 5660604) is an Investment Advisor Representative working at Prudential Financial Planning Services in Englewood, CO and has over 7 years of experience in the finance industry.

 

James LaFemina, ChFC prepares retirement plans, wealth management, Life insurance solutions, Long term and chronic care protection, rollovers and retirement income planning.

CONTACT
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Company Name Location Dates Years
Prudential Insurance Company Of America Englewood, CO Apr 2009 - Current 14
Pruco Securities, LLC Englewood, CO Apr 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for James LaFemina, ChFC
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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