James Ellis (CRD# 6247137) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 6 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Investment Group, LLC | Exeter, NH | Feb 2020 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- MA
- NH
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts1,503ACCOUNTS
-
Average Account Value$296,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, MA, ME, NH, TX, VT
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