James AulentiCRD Number: 1030010
Current Firm: Atlantic Wealth Advisory Services, LLC
James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 36 years of experience in the finance industry.
Truist Advisory Services, Inc.
Wells Fargo Clearing Services, LLC
Kestra Advisory Services, LLC
|Atlantic Wealth Advisory Services, LLC||Melborune Beach, FL||Mar 2017 - Current||5|
|James V. Aulenti Chfc||Orlando, FL||Jan 2016 - Current||6|
|Concorde Asset Management, LLC||Troy, MI||Jan 2013 - Dec 2015||2|
|Concorde Investment Services, LLC||Troy, MI||Apr 2012 - Dec 2015||3|
|Cambridge Legacy Advisors||Dallas, TX||Jan 2012 - Dec 2012||< 1|
|Investors Capital Corporation||Lynnfield, MA||Mar 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
|S63||Uniform Securities State Law Examination||May 1986|
Total Assets Under Management0MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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