James Halvosa (CRD# 2603382) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 29 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trade-pmr, Inc. | Gainesville, FL | May 2016 - Current | 8 |
| Portfolio Management & Research | Gainesville, FL | May 2016 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2015 - May 2016 | < 1 |
| Argentus Capital Management | Dallas, TX | Apr 2015 - May 2016 | 1 |
| Ashton Thomas | Dallas, TX | Mar 2015 - May 2016 | 1 |
| Argentus Partners, LLC | Dallas, TX | Apr 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.