James Yarbrough (CRD# 2849196) is an Investment Advisor Representative working at Stonebridge Wealth Management, Ltd., Company in Greenville, SC and has over 19 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebridge Wealth Management, Ltd | Greenville, SC | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- SC
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$183,064
- 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
- Selection of other advisers (including private fund managers)
SC
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