James EddyCRD 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.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|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|
Total Assets Under Management1,164MILLIONS
Total Number of Accounts4,271ACCOUNTS
Average Account Value$272,642
- 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)
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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