James Pinson, financial advisor Leesburg VA
93 score

James Pinson

CRD Number: 5503987
Current Firm: Ameriprise Financial Services, Inc.

James Pinson (CRD# 5503987) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Leesburg, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Leesburg, VA Sep 2009 - Current 7
Birch & Barley Washington, DC Aug 2009 - Jun 2010 < 1
Georgia State University Atlanta, GA Aug 2006 - Aug 2009 3
Here To Serve Restaurant Group Atlanta, GA Mar 2009 - Jul 2009 < 1
Leslie Cook/ Ameriprise Financial Atlanta, GA Mar 2008 - Jun 2009 1
Tap Restaurant Atlanta, GA Nov 2007 - Feb 2008 < 1
Ted's Montana Grill Atlanta, GA Jan 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for James N. Pinson
Phone Number: 612-671-3131
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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