Sierra James, financial advisor Evergreen CO

Sierra James

CRD Number: 5901822
Current Firm: Cambridge Investment Research Advisors, Inc.
Sierra James (CRD# 5901822) is an Investment Advisor Representative working at Cantella & Company, Inc. in Littleton, CO and has over 3 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Dec 2022 - Current 1
Cantella & Company, Inc. Malden, MA Apr 2012 - Jun 2023 11
Cantella & Co Inc. Evergreen, CO Nov 2021 - Dec 2022 1
Cantella And Company, Inc. Littleton, CO Jan 2011 - Nov 2021 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Sierra A. James
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.

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