James Saling, financial advisor Louisville KY
96 score

James Saling

CRD Number: 1780075
Current Firm: Saling Wealth Advisors

James Saling (CRD# 1780075) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 28 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.

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Professional Designations
Company Name Location Dates Years
Saling Wealth Advisors Louisville, KY Apr 2016 - Current < 1
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
Contact Info for James A. Saling
Phone Number: 502-805-3000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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