James PusateriCRD Number: 1072874
Current Firm: Valmark Advisers, Inc.
James Pusateri (CRD# 1072874) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Landrum, SC and has over 17 years of experience in the finance industry.
Cetera Advisor Networks LLC
Eagle Strategies LLC
1st Global Advisors Inc.
|Valmark Advisers, Inc.||Greenville, SC||Oct 2002 - Current||14|
|Valmark Securities, Inc.||Beachwood, OH||Aug 2000 - Current||16|
|Versalus||Greer, SC||May 1995 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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 investment companies (as well as "business development companies")
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV