James Leggott (CRD# 2201650) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 20/20 Financial | Wayzata, MN | Jun 2020 - Current | 3 |
| Brookstone Capital Management | Wheaton, IL | Oct 2019 - Current | 4 |
| J.d. Mellberg Financial | Tucson, AZ | Apr 2015 - Jun 2020 | 5 |
| Specialized Advisors LLC | Dallas, TX | Mar 2019 - Oct 2019 | < 1 |
| Secure Investment Managment, LLC | Tucson, AZ | Feb 2016 - Mar 2019 | 3 |
| Premier Financial, Inc. | Plymouth, MN | Feb 2003 - Jan 2017 | 13 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jan 2015 - Jan 2016 | 1 |
| Creative One | Plymouth, MN | Jan 2014 - Jan 2016 | 2 |
| Ameritas Investment Corp | Lincoln, NE | Dec 2002 - Jul 2015 | 12 |
| Assurity Life Insurance Co | Lincoln, NE | Mar 2009 - Jun 2015 | 6 |
| Central Financial Services | Plymouth, MN | Mar 2002 - Jun 2015 | 13 |
| Sendoutcards | Plymouth, MN | Jun 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- MN
- NE
- SD
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Total Assets Under Management8,843MILLIONS
-
Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
- 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)
- 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
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