James Slonaker, financial advisor Martinsburg WV
96 score

James Slonaker

CRD Number: 873671
Current Firm: Founders Financial Securities, LLC

James Slonaker (CRD# 873671) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Martinsburg, WV and has over 32 years of experience in the finance industry. James Slonaker 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
Founders Financial Securities, LLC Timonium, MD Nov 2006 - Current 10
Intersecurities, Inc. Martinsburg, WV Apr 1999 - Current 17
Morgan Financial Group Of Wv Martinsburg, WV Apr 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
Contact Info for James E. Slonaker
Phone Number: 410-308-9988
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    615
    MILLIONS
  • Total Number of Accounts
    7,645
    ACCOUNTS
  • Average Account Value
    $80,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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