James Chu (CRD# 6679038) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Monterey Park, CA and has over 7 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Jan 2017 - Current | 7 |
| Wonderland Design Inc. | Monterey Park, CA | Jul 1998 - Dec 2021 | 23 |
| Transamerica Financial Advisors, Inc. | Glendale, CA | Jan 2017 - Dec 2017 | < 1 |
| World Financial Group, Inc. | Glendale, CA | Oct 2015 - Dec 2017 | 2 |
| Waddell & Reed | Torrance, CA | Jul 2016 - Dec 2016 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Monterey Park, CA | Jul 2016 - Nov 2016 | < 1 |
| Revolution Financial Management | Glendale, CA | Feb 2016 - Jul 2016 | < 1 |
| Computer Science Corporation | Falls Church, VA | Sep 2004 - Apr 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- CA
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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