James StewartCRD Number: 3053760
Current Firm: Carmichael Hill & Associates Inc.
James Stewart (CRD# 3053760) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 19 years of experience in the finance industry. James Stewart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Carmichael Hill||Rockville, MD||Aug 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management163MILLIONS
Total Number of Accounts671ACCOUNTS
Average Account Value$242,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
DC, LA, MD, TX, VA