James McCuaig, financial advisor Greensboro NC
89 score

James McCuaig

CRD Number: 6285795
Current Firm: Ameriprise Financial Services, Inc.

James McCuaig (CRD# 6285795) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Greensboro, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mark's Restaurant Greensboro, NC May 2011 - May 2015 4
Edward Jones St Louis, MO Jan 2014 - Feb 2015 1
Ruth's Chris Greensboro, NC Apr 2013 - Mar 2014 < 1
Mimi's Cafe Greensboro, NC May 2012 - Aug 2013 1
Ruby Tuesday Greensboro, NC Feb 2008 - May 2012 4
Appalachain State University Boone, NC Jan 2009 - May 2009 < 1
Northwest Guilford High School Greensboro, NC May 2007 - Feb 2008 < 1
Rendezvous Cafe Oak Ridge, NC Feb 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for James A. McCuaig
Phone Number: 612-671-3131
Registered State(s):
  • NC
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
89
Clean Record
This advisor has a clean track record with regulators.

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