James KnallCRD Number: 4581956
Current Firm: Sapient Capital LLC
James Knall (CRD# 4581956) is an Investment Advisor Representative working at Sapient Capital LLC in Miami Beach, FL and has over 19 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Sapient Capital LLC||Indianapolis, IN||Feb 2023 - Current||< 1|
|Stifel Nicolaus & Company, Inc.||Indianapolis, IN||Apr 2005 - Feb 2023||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management6,529MILLIONS
Total Number of Accounts3,828ACCOUNTS
Average Account Value$1,705,541
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, NC, NE, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI
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