James FayonskyCRD Number: 1207718
Current Firm: Planfirst Inc.
James Fayonsky (CRD# 1207718) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 34 years of experience in the finance industry. James Fayonsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Erisa Plan Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Planfirst, Inc.||Greenville, SC||Mar 1984 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
Total Assets Under Management356MILLIONS
Total Number of Accounts1,561ACCOUNTS
Average Account Value$227,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
FL, GA, LA, NC, NH, PA, SC, TX