James Mari (CRD# 2476420) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in King Of Prussia, PA and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | King Of Prussia, PA | Jan 2017 - Current | 7 |
| Sun National Bank | Logan Twp., NJ | Jan 2016 - Jan 2017 | 1 |
| Invest Financial Corp. | Tampa, FL | Jan 2016 - Jan 2017 | 1 |
| Zenith Marketing Group | Wayne, PA | Mar 2012 - Jan 2016 | 3 |
| Voya Financial Advisors | Wayne, PA | Sep 2014 - Dec 2015 | 1 |
| Ing Financial Partners Inc. | Wayne, PA | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- NJ
- PA
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Total Assets Under Management7,978MILLIONS
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Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- 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)
- Educational seminars/workshops
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