James BerrierCRD Number: 4555355
Current Firm: Ssn Advisory, Inc.
James Berrier (CRD# 4555355) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Knoxville, TN and has over 14 years of experience in the finance industry.
Retirement Planning Services, LLC
Cw Securities, LLC
Ameriprise Financial Services, Inc.
|Securities Service Network||Knoxville, TN||May 2007 - Current||10|
|Ssn Advisory Inc.||Knoxville, TN||May 2007 - Current||10|
|Ssn Advisory, Inc.||Knoxville, TN||Jan 2006 - Mar 2007||1|
|Securities Service Network, Inc.||Knoxville, TN||Oct 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- 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
- 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