James Straight, financial advisor Flagstaff AZ
93 score

James Straight

CRD Number: 5416754
Current Firm: Ameritas Investment Corp

James Straight (CRD# 5416754) is an Investment Advisor Representative working at Ameritas Investment Corp in Flagstaff, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Aviva Usa Corporation W Des Moines, IA Feb 2008 - Current 8
Ameritas Investment Corp Lincoln, NE Feb 2008 - Current 8
Benefit And Financial Strategies Flagstaff, AZ Aug 2007 - Current 9
The Cottage Place Restaurant Flagstaff, AZ Nov 2005 - Dec 2007 2
Northern Arizona University Flagstaff, AZ Jun 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for James M. Straight
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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