James Carey (CRD# 6337402) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Advisors, LLC | Minneapolis, MN | Mar 2024 - Current | < 1 |
| U.s. Bancorp Investments, Inc. | St. Paul, MN | Oct 2018 - Current | 5 |
| U.s. Bank | St. Paul, MN | Sep 2018 - Current | 5 |
| Rbc Wealth Management | Minneapolis, MN | May 2014 - Sep 2018 | 4 |
| 2nd Swing Golf | Eden Prairie, MN | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- MN
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Total Assets Under Management1,387MILLIONS
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Total Number of Accounts3,901ACCOUNTS
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Average Account Value$355,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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