James Trujillo, financial advisor Louisville KY
90 score

James Trujillo

CRD Number: 6171435
Current Firm: Argi Investment Services, LLC

James Trujillo (CRD# 6171435) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Argi Investment Services Louisville, KY Mar 2013 - Current 3
Meaningful Day Services Clarksville, IN Apr 2010 - Mar 2013 2
Brooklyn Pizza Lexington, KY Sep 2008 - Apr 2010 1
Singleton Center For The Arts Lexington, KY Sep 2007 - Sep 2008 1
Stoneybrook Movie Theater Louisville, KY Sep 2006 - Sep 2008 2
Savvy Formal Wear Louisville, KY Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for James G. Trujillo
Phone Number: 502-753-0609
Firm Website: http://www.argi.net
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    6,885
    ACCOUNTS
  • Average Account Value
    $162,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, IN, KS, KY, MD, MI, NC, NY, OH, PA, SC, TN, TX, VA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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