James McBreartyCRD Number: 1987532
Current Firm: Mcbrearty Capital Management Inc.
James McBrearty (CRD# 1987532) is an Investment Advisor Representative working at Mcbrearty Capital Management Inc. in Knoxville, TN and has over 27 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Mcbrearty Capital Management, Inc.||Knoxville, TN||Jan 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management138MILLIONS
Total Number of Accounts704ACCOUNTS
Average Account Value$195,841
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, KY, LA, NC, NH, SC, TN, TX