James Eddy, financial advisor Littleton CO

James Eddy

CRD Number: 5052882
Current Firm: Tlg Advisors, Inc.

James Eddy (CRD# 5052882) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Leaders Group, Inc. Littleton, CO Jan 2017 - Current 4
Pacific Southwest Financial/capitas Financial Woodland Hills, CA Apr 2005 - Current 16
Lincoln Investment Woodland Hills, CA Jun 2012 - Dec 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for James A. Eddy
Phone Number: 303-797-9080
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,164
    MILLIONS
  • Total Number of Accounts
    4,271
    ACCOUNTS
  • Average Account Value
    $272,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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