James Foxen (CRD# 2460533) is an Investment Advisor Representative working at Cornerstone Advisory in Hunt Valley, MD and has over 24 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cornerstone Advisory | Hunt Valley, MD | Jan 2019 - Current | 5 |
Kestra Financial, Inc. | Towson, MD | Dec 2017 - Jan 2019 | 1 |
Unemployed | Severna Park, MD | Aug 2017 - Dec 2017 | < 1 |
Brighthouse Securities, LLC | Charlotte, NC | Mar 2017 - Aug 2017 | < 1 |
Metlife Investors Distribution Company | Charlotte, MD | Apr 2016 - Mar 2017 | < 1 |
Sunamerica | Woodland Hills, CA | Dec 2013 - Apr 2016 | 2 |
Sunamerica Capital Services Inc. | Woodland Hills, CA | Dec 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- MD
-
Total Assets Under Management1,742MILLIONS
-
Total Number of Accounts2,374ACCOUNTS
-
Average Account Value$733,727
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DC, DE, FL, IL, LA, MA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WV
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