James Cash (CRD# 2919757) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 25 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invicta Capital | Monroeville, PA | Aug 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2022 - Aug 2023 | < 1 |
| Adaptation Financial Advisors | Westerville, OH | Dec 2022 - Aug 2023 | < 1 |
| Transamerica Financial Advisors | Columbus, OH | May 2021 - Dec 2022 | 1 |
| Transamerica Agency Network | Columbus, OH | Apr 2021 - Dec 2022 | 1 |
| United Financial Services, Inc. | Columbus, OH | Apr 2021 - Dec 2022 | 1 |
| The Huntington Investment Company | Columbus, OH | Oct 2018 - Apr 2021 | 2 |
| The Huntington Investment Company | Columbus, OH | Mar 2016 - Oct 2018 | 2 |
| The Huntington National Bank | New Albany, OH | Oct 2015 - Apr 2017 | 1 |
| Mml Investors Services | Dublin, OH | Jun 2014 - Oct 2015 | 1 |
| Mass Mutual Life Insurance Company | Dublin, OH | May 2014 - Oct 2015 | 1 |
| Ing Financial Partners, Inc. | Tustin, CA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- OH
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Total Assets Under Management192MILLIONS
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Total Number of Accounts1,192ACCOUNTS
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Average Account Value$161,311
- 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
CT, DE, FL, IL, LA, MI, NJ, OH, PA, TX, VT, WA, WV
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