James Vaccaro, financial advisor Goodyear AZ
93 score

James Vaccaro

CRD Number: 1327550
Current Firm: Bmo Harris Financial Advisors, Inc.

James Vaccaro (CRD# 1327550) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Goodyear, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Goodyear, AZ Jun 2016 - Current < 1
Bbva Compass Insurance Agency, Inc. Austin, TX Sep 2015 - Jun 2016 < 1
Bbva Wealth Solutions Inc. Scottsdale, AZ Sep 2015 - Jun 2016 < 1
Compass Bank Birmingham, AL Aug 2015 - Jun 2016 < 1
Bbva Securities Inc. Scottsdale, AZ Aug 2015 - Jun 2016 < 1
Wells Fargo Advisors Glendale, AZ Mar 2012 - Jul 2015 3
Harris Investor Services, Inc. Schaumburg, IL Feb 2011 - Mar 2012 1
Edward Jones St Louis, MO Apr 2010 - Feb 2011 < 1
Shay Financial Services, Inc. Chicago, IL Sep 2008 - Apr 2010 1
E Trade Chicago, IL Feb 2000 - Aug 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for James S. Vaccaro
Phone Number: 877-225-3863
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, 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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