James Schlucter (CRD# 1084726) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 38 years of experience in the finance industry.
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1982803
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jan 2019 - Current | 5 |
| Unemployed | Wayne, PA | Jun 2018 - Jan 2019 | < 1 |
| Kades-margolis Corporation | Wayne, PA | Mar 2015 - Jun 2018 | 3 |
| Us Retirement Partners | Iselin, NJ | Dec 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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