James Walker, financial advisor Grand Blanc MI
93 score

James Walker

CRD Number: 1270346
Current Firm: Ameriprise Financial Services, Inc.

James Walker (CRD# 1270346) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Grand Blanc, MI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Grand Blanc, MI Apr 2015 - Current 1
Wells Fargo Advisors LLC Flint, MI May 2009 - Apr 2015 5
Wachovia Securities, LLC Flint, MI Jan 2008 - May 2009 1
All-rite Insulation Corp. Burton, MI Oct 1983 - May 2009 25
A.g. Edwards Flint, MI Aug 1986 - Jan 2008 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for James M. Walker
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, 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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