James Nordby (CRD# 6714819) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 7 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Designers | Carrolton, TX | Nov 2022 - Current | 1 |
| Fisher Investments | Camas, WA | Jul 2016 - Nov 2022 | 6 |
| Unemployed | Portland, OR | Jan 2016 - Jul 2016 | < 1 |
| Auto Nation Honda | Westminster, CO | Mar 2015 - Jan 2016 | < 1 |
| Cherry Creek Mortgage | Greenwood Village, CO | Nov 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- TX
-
Total Assets Under Management901MILLIONS
-
Total Number of Accounts22,963ACCOUNTS
-
Average Account Value$39,227
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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