James DussoldCRD Number: 1380347
Current Firm: Financial Advisory Service Inc.
James Dussold (CRD# 1380347) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 32 years of experience in the finance industry. James Dussold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Fas Corp.||Overland Park, KS||Jun 1997 - Current||20|
|Financial Advisory Services Inc.||Overland Park, KS||Feb 1984 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
Total Assets Under Management1,117MILLIONS
Total Number of Accounts3,465ACCOUNTS
Average Account Value$322,256
- 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)
AZ, CA, FL, GA, IL, KS, LA, MO, NC, NE, NJ, NY, OK, TX, WI