James ShanklesCRD Number: 5933086
Current Firm: Patriot Investment Management Group Inc.
James Shankles (CRD# 5933086) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Patriot Investment Management Group Inc.||Knoxville, TN||May 2011 - Current||6|
|Summit Accounting Services||Knoxville, TN||May 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management761MILLIONS
Total Number of Accounts3,579ACCOUNTS
Average Account Value$212,569
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, KY, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, VA, WI