James Metzger, financial advisor Louisville KY

James Metzger

CRD Number: 6859303
Current Firm: Farnsley Advisors

James Metzger (CRD# 6859303) is an Investment Advisor Representative working at Farnsley Advisors in Louisville, KY and has over 6 years of experience in the finance industry.

Similar Advisors
Colleen Abate, financial advisor Louisville KY
Colleen K. Abate
CRD# 6729610
Lpl Financial LLC
Similar Advisors
Neil Abney, financial advisor Louisville KY
Neil O. Abney
CRD# 4035401
Ameriprise Financial Services, LLC
Similar Advisors
Ethan Adams, financial advisor Louisville KY
Ethan C. Adams
CRD# 6656510
Brookstone Financial
Company Name Location Dates Years
Bahe Farnsley, LLC Louisville, KY Oct 2017 - Current 6
Russata Stables Louisville, KY Jan 2006 - Current 18
Fixe Louisville, KY Oct 2015 - Oct 2017 2
Bahe Farnsley Louisville, KY Oct 2014 - Oct 2015 1
Frost Brown Todd Louisville, KY Oct 2011 - Oct 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for James B. Metzger
Phone Number: 502-627-0918
Registered State(s):
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $129,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN, KY, LA, OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.