James Willson (CRD# 3091857) is an Investment Advisor Representative working at Mml Investors Services, LLC in Granite Bay, CA and has over 23 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Granite Bay, CA | Mar 2023 - Current | 1 |
Massmutual Life Insurance Company | Granite Bay, CA | Jan 2023 - Current | 1 |
The Leaders Group Inc. | Granite Bay, CA | Apr 2022 - Feb 2023 | < 1 |
Unemployed | Granite Bay, CA | Jan 2022 - Mar 2022 | < 1 |
The Leaders Group Inc. | Littleton, CO | Aug 2021 - Dec 2021 | < 1 |
Unemployed | Granite Bay, CA | Aug 2019 - Aug 2021 | 2 |
Lincoln Financial Distributors | Granite Bay, CA | Aug 2015 - Aug 2019 | 4 |
Wells Fargo Advisors LLC | Fremont, CA | Dec 2011 - Jul 2015 | 3 |
Wells Fargo Wealth Brokerage Insurance Agency, LLC | Fremont, CA | Dec 2011 - Jul 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2000 |
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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