James Saunders, financial advisor Gallipolis OH
88 score

James Saunders

CRD Number: 6308415
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

James Saunders (CRD# 6308415) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Gallipolis, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.j.b. Hilliard, W.l. Lyons, LLC Gallipolis, OH Mar 2014 - Current 2
Farmers Bank & Savings Pomeroy, OH Feb 2013 - Feb 2014 1
Farm Credit Mid America Louisville, KY Sep 2009 - Feb 2013 3
Self Employed Gallipolis, OH Jun 2008 - Sep 2009 1
Unemployed Columbus, OH Jun 2007 - Jun 2008 1
Ohio State University Columbus, OH Sep 2004 - Jun 2008 3
Ohio Valley Bank Gallipolis, OH Jun 2007 - Sep 2007 < 1
State Of Ohio Columbus, OH Sep 2004 - Jun 2007 2
Ohio Valley Bank Gallipolis, OH Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for James P. Saunders
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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