Mark James (CRD# 6210175) is an Investment Advisor Representative working at Alexander Beard (usa), Inc. in Ellesmere Port, Cheshire, and has over 10 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Beard (usa) LLC | San Mateo, CA | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- CA
- MA
- NJ
- TX
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$532,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, FL, MA, NJ, NY, TX
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