James Rankin (CRD# 1956101) is an Investment Advisor Representative working at Cl Wealth Management LLC in Greely, CO and has over 6 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| College Green Office Park Owners Association, Inc. | Greely, CO | Sep 2021 - Current | 2 |
| North For School Board | Greeley, CO | Jul 2021 - Current | 2 |
| Kelly Farms Owners Association | Greeley, CO | Jul 2021 - Current | 2 |
| Cl Wealth Management LLC | New York, NY | Jun 2019 - Current | 4 |
| Cabot Lodge Securities LLC | Greeley, CO | May 2017 - Current | 6 |
| Leading Edge Financial Group LLC | Greeley, CO | Oct 2008 - Current | 15 |
| Free Market Healthcare Advocates | Greeley, CO | Oct 2005 - Current | 18 |
| Nbc South Building Owners Association Inc. | Greeley, CO | Oct 2005 - Current | 18 |
| Moose Twins, LLC | Greely, CO | Feb 2005 - Current | 19 |
| Wilbanks Securities, Inc. | Oklahoma City, OK | Aug 2006 - Jun 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- CO
- OR
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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