James Robertson (CRD# 6728306) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Lone Tree, CO | Jun 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Nov 2016 - Current | 7 |
| Jackson National | Denver, CO | Aug 2016 - Oct 2016 | < 1 |
| Columbine Country Club | Littleton, CO | May 2016 - Aug 2016 | < 1 |
| Regis University | Denver, CO | Aug 2012 - May 2016 | 3 |
| Star Mesa Properties | Denver, CO | May 2015 - Aug 2015 | < 1 |
| Pacific Shipping | Lakewood, CO | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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