James De Tar, financial advisor Knoxville TN
71 score

James De Tar

CRD Number: 4580388
Current Firm: Summit Financial Group Inc.

James De Tar (CRD# 4580388) is an Investment Advisor Representative working at Summit Financial Group Inc. in Knoxville, TN and has over 14 years of experience in the finance industry.

Similar Advisors
Spencer Hall, financial advisor Knoxville TN
Spencer S. Hall
CRD# 5821183
Retirement Planning Services, LLC
Score
100
Similar Advisors
Michael Cox, financial advisor Knoxville TN
Michael E. Cox
CRD# 2129658
Cw Securities, LLC
Score
98
Similar Advisors
Ralph Alexander, financial advisor Knoxville TN
Ralph Alexander
CRD# 2822
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Summit Brokerage Services Knoxville, TN Jul 2014 - Current 2
Summit Financial Services Knoxville, TN Jul 2014 - Current 2
Woodbury Financial Services, Inc. Woodbury, MN Jan 2009 - Jul 2014 5
Leblanc Financial Group Knoxville, TN Jan 2005 - Apr 2009 4
Securian Financial Services St.paul, MN Jan 2005 - Dec 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2005
S66 NASAA Uniform Combined State Law Examination Nov 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for James L. De Tar
Phone Number: 561-338-2600
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from James De Tar and other advisors.
BADGES
71

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.