James Pickert, financial advisor Midlothian VA
88 score

James Pickert

CRD Number: 6315960
Current Firm: Acg Advisory Services Inc.

James Pickert (CRD# 6315960) is an Investment Advisor Representative working at Acg Advisory Services Inc. in Midlothian, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Acg Advisory Services Inc. Midlothian, VA Dec 2014 - Current 2
Bank Of America, N.a. Richmond, VA Aug 2014 - Nov 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond, VA Mar 2014 - Nov 2014 < 1
Unemployed Orlando, FL Jan 2014 - Feb 2014 < 1
Cnl Financial Group Orlando, FL May 2013 - Dec 2013 < 1
Wake Forest University Winston-salem, NC Jul 2012 - May 2013 < 1
American Council Of Young Political Leaders Washington, DC May 2012 - Jul 2012 < 1
Furman University Greenville, SC May 2011 - May 2012 1
Mobilize.org Washington, DC Jan 2011 - May 2011 < 1
Furman University Greenville, SC Sep 2009 - Dec 2010 1
Regal Entertainment Group Orlando, FL Jul 2007 - Jul 2010 3
Moye, O'brien, O'rourke, Pickert, & Dillon Orlando, FL Jul 2009 - Jul 2009 < 1
Edgewater High School Orlando, FL Jul 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for James D. Pickert
Phone Number: 804-323-1886
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    458
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $1,749,947
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, LA, MD, NC, SC, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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