James Saling (CRD# 1780075) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 30 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
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