James Ormsbee (CRD# 3062752) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 8 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Country Hills Manor Homeowners Association | Ogden, UT | Jun 2022 - Current | 1 |
Ace Hardware | Ogden, UT | Apr 2022 - Current | 2 |
Wealthwave | Alpharetta, GA | Feb 2022 - Current | 2 |
Managed Wealth Financial | South Jordan, UT | Jan 2018 - Current | 6 |
Net Law Group LLC | Louisville, KY | Aug 2017 - Current | 6 |
Kl Marketing, LLC | Syracuse, NY | Sep 2015 - Current | 8 |
Transamerica Financial Adivsors | Layton, UT | Jul 2015 - Current | 8 |
Health Of Eden Lc | Eden, UT | Jan 2006 - Current | 18 |
Elkridge Engineering LLC | Eden, UT | Jan 2005 - Current | 19 |
Wfgia | Layton, UT | Feb 1998 - Current | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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