James Kambestad, financial advisor Los Angeles CA
70 score

James Kambestad

CRD Number: 5943924
Current Firm: Comerica Securities

James Kambestad (CRD# 5943924) is an Investment Advisor Representative working at Comerica Securities in Los Angeles, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Comerica Securities, Inc. Los Angeles, CA Jul 2016 - Current < 1
Valic Financial Advisors, Inc. Orange, CA Apr 2014 - Jul 2016 2
Axa Advisors, LLC New York, NY May 2013 - Apr 2014 < 1
Various Insurance Carriers For W&r Insurance Agencies Alhambra, CA Dec 2011 - Apr 2013 1
Waddell & Reed Inc. Los Angeles, CA Jul 2011 - Apr 2013 1
211 La County San Gabriel, CA Oct 2010 - Apr 2013 2
Unemployed Alhambra, CA Aug 2010 - Oct 2010 < 1
Gold's Gym Pasadena, CA Mar 2010 - Aug 2010 < 1
Unemployed Alhambra, CA Nov 2009 - Mar 2010 < 1
Adventure 16 Solana Beach, CA Aug 2009 - Nov 2009 < 1
La Fitness Encinitas, CA Jul 2009 - Aug 2009 < 1
Ritz-carlton Dana Point, CA Mar 2009 - Jul 2009 < 1
Gnc La Jolla, CA May 2008 - Mar 2009 < 1
Unemployed Alhambra, CA Nov 2007 - May 2008 < 1
Dairy Creek Golf San Luis Obispo, CA Apr 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for James B. Kambestad
Phone Number: 313-222-7402
Firm Website: https://www.comerica.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • Total Number of Accounts
    2,261
    ACCOUNTS
  • Average Account Value
    $406,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, VT, WA, WI, WV

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BADGES
70

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