James Mills, financial advisor Indianapolis IN
90 score

James Mills

CRD Number: 6120941
Current Firm: Strategic Advisers, Inc.

James Mills (CRD# 6120941) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Sep 2012 - Current 4
Total Quality Logistics Milford, OH May 2010 - Sep 2012 2
Butterbee's Cincinnati, OH Jan 2010 - May 2010 < 1
Coastal Carolina University Conway, SC Aug 2006 - Dec 2009 3
Margaritaville Myrtle Beach, SC Apr 2009 - Sep 2009 < 1
Aflac Insurance Myrtle Beach, SC Jan 2009 - Sep 2009 < 1
Crabhouse Myrtle Beach, SC May 2007 - Nov 2008 1
Unemployed Norwood, OH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for James C. Mills
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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