James Ramsey (CRD# 6719338) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 5 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 |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Owensboro, KY | Mar 2021 - Current | 3 |
| Guardian Life Insurance Co Of America | Owensboro, KY | Jun 2020 - Mar 2021 | < 1 |
| Park Avenue Securities, LLC | Owensboro, KY | Jun 2020 - Mar 2021 | < 1 |
| Thrivent Investment Management Inc. | Owensboro, KY | Sep 2018 - May 2020 | 1 |
| Thrivent Financial | Appleton, WI | Sep 2018 - May 2020 | 1 |
| Thrivent Financial | Appleton, WI | May 2018 - Sep 2018 | < 1 |
| Lifetime Financial Growth | Owensboro, KY | Oct 2016 - May 2018 | 1 |
| Crossroads Building Supply | Bowling Green, KY | Jul 2015 - Oct 2016 | 1 |
| Bluegrass Tactical Supply | Lewisburg, KY | Jan 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- KY
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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