James MarcouCRD Number: 6023724
Current Firm: Strategic Advisers, Inc.
James Marcou (CRD# 6023724) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Merrimack, NH and has over 5 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Advanced Portfolio Design, LLC
|Fidelity Investments||Merrimack, NH||Jan 2012 - Current||5|
|Fidelity Investments||Merrimack, NH||Oct 2010 - Dec 2011||1|
|Interstate Arms Corporation||Billerica, MA||Jun 2010 - Sep 2010||< 1|
|Float Left Labs, Inc.||Manchester, NH||Oct 2009 - Jun 2010||< 1|
|Marcou Construction, Inc.||Dunbarton, NH||Jun 2009 - Aug 2009||< 1|
|Unemployment||Dunbarton, NH||May 2008 - Jun 2009||1|
|Saint Anselm College||Manchester, NH||Jan 2005 - May 2008||3|
|Marcou Construction, Inc.||Dunbarton, NH||Jan 2001 - May 2008||7|
|Sig Sauer, Inc.||Exeter, NH||Jan 2008 - Apr 2008||< 1|
|Damian's Otr LLC||New Boston, NH||Jul 2007 - Nov 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.