James Saling (CRD# 1780075) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 29 years of experience in the finance industry. James Saling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5906366
Lach Financial
Score
107
CRD# 4979155
Winebrenner Capital Management LLC
Score
104
CRD# 3084350
Alexander Investment Services Company
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saling Wealth Advisors | Louisville, KY | Apr 2016 - Current | 2 |
| J.j.b. Hilliard, W.l. Lyons, Inc. | Louisville, KY | Mar 1993 - Apr 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
- KY
-
Total Assets Under Management218MILLIONS
-
Total Number of Accounts576ACCOUNTS
-
Average Account Value$378,052
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, IN, KY, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.