James EllisCRD Number: 6247137
Current Firm: Affinity Investment Group, LLC
James Ellis (CRD# 6247137) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Lpl Financial LLC
Silver Maple Financial, LLC
|Affinity Investment Group, LLC||Exeter, NH||Feb 2020 - Current||1|
|Trilogy Capital||Woburn, MA||Jul 2017 - Feb 2020||2|
|Trilogy Financial||Woburn, MA||Feb 2017 - Feb 2020||3|
|Cantella & Company||Boston, MA||May 2016 - Jan 2017||< 1|
|Cantella & Company||Boston, MA||Jun 2013 - May 2016||2|
|University Of New Hampshire||Durham, NH||Sep 2012 - May 2016||3|
|Market Basket||Westford, MA||May 2009 - May 2016||7|
|Student||Westford, MA||Sep 2005 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management337MILLIONS
Total Number of Accounts1,347ACCOUNTS
Average Account Value$250,100
- A percentage of assets under your management
- 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
FL, MA, ME, NH, TX
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