James Councill, financial advisor Franklin VA
93 score

James Councill

CRD Number: 1057818
Current Firm: Mml Investors Services, LLC

James Councill (CRD# 1057818) is an Investment Advisor Representative working at Mml Investors Services, LLC in Franklin, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
#ia Mml Investors Services, Inc. Virginia Beach, VA Sep 1983 - Current 33
Mml Investors Services, Inc. Virginia Beach, VA Sep 1983 - Current 33
James Iii P Councill Franklin, VA Aug 1978 - Current 38
Massachusetts Mutual Life Insurance Comp Springfield, MA Jan 1972 - Current 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for James P. Councill
Phone Number: (413)737-8400
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PA, PR, 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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