James Stamper, financial advisor Fort Myers FL
90 score

James Stamper

CRD Number: 5577725
Current Firm: Prudential Financial Planning Services

James Stamper (CRD# 5577725) is an Investment Advisor Representative working at Prudential Financial Planning Services in Fort Myers, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Sarasota, FL Aug 2008 - Current 8
Pruco Securities LLC Sarasota, FL Aug 2008 - Current 8
Countrywide Bonita Springs, FL Aug 2004 - Jul 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for James D. Stamper
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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