James MeertCRD Number: 4316339
Current Firm: Meert/ Zoller Financial Group
James Meert (CRD# 4316339) is an Investment Advisor Representative working at Meert/ Zoller Financial Group in Hamilton, IN and has over 21 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ami Investment Management Inc.
Ae Wealth Management, LLC
|American Equity Investment Corporation||New Albany, IN||Feb 2010 - Current||12|
|The Meert/zoller Financial Group||Auburn , IN||Jul 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2001|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
Total Assets Under Management32MILLIONS
Total Number of Accounts166ACCOUNTS
Average Account Value$189,861
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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