James McNeillCRD Number: 6686607
Current Firm: Arvest Wealth Management
James McNeill (CRD# 6686607) is an Investment Advisor Representative working at Arvest Wealth Management in Joplin, MO and has over 5 years of experience in the finance industry.
|Arvest Wealth Management||Overland Park, KS||Dec 2018 - Current||2|
|Arvest Bank||Overland Park, KS||Dec 2018 - Current||2|
|Arvest Wealth Management||Lees Summit, MO||May 2018 - Dec 2018||< 1|
|Arvest Bank||Lees Summit, MO||Jun 2017 - Dec 2018||1|
|Unemployed||Palm Springs, CA||Apr 2017 - Jun 2017||< 1|
|Jp Morgan Securities LLC||Palm Desert, CA||Jun 2016 - Apr 2017||< 1|
|Jp Morgan Chase Bank||Palm Desert, CA||Jun 2016 - Apr 2017||< 1|
|Unemployed||Overland Park, KS||Jan 2016 - May 2016||< 1|
|Bank Of Prairie Village||Prairie Village, KS||May 2012 - Jan 2016||3|
|Enterprise Bank And Trust||Olathe, KS||Sep 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management2,443MILLIONS
Total Number of Accounts7,083ACCOUNTS
Average Account Value$344,920
- A percentage of assets under your management
- 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)
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, WY
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