James Pappas (CRD# 2541034) is an Investment Advisor Representative working at James Pappas Investment Counsel LLC in Longboat Key, FL and has 1 year of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|
- CT
- FL
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$1,398,392
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL
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