James BlandfordCRD Number: 5228178
Current Firm: Private Advisor Group, LLC
James Blandford (CRD# 5228178) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 15 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Lpl Financial, LLC||Louisville, KY||Feb 2020 - Current||2|
|Private Advisor Group, LLC||Louisville, KY||Feb 2020 - Current||2|
|Klump & Blandford Properties||Louisville, KY||Oct 2015 - Current||6|
|Klump & Blandford Huff, Psc||Louisville, KY||Sep 2013 - Current||8|
|Cetera Financial Specialists LLC||Schaumburg, IL||Jan 2019 - Jan 2020||1|
|Cetera Investment Advisers LLC||Schaumburg, IL||Nov 2018 - Jan 2020||1|
|Blandford Wealth Management,llc||Prospect, KY||Aug 2013 - Dec 2019||6|
|Cetera Financial Specialists LLC||Schaumburg, IL||Nov 2018 - Jan 2019||< 1|
|Rbt Services||Elizabethtown, KY||Mar 2013 - Sep 2013||< 1|
|Humana||Louisville, KY||Aug 2012 - Mar 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
|S63||Uniform Securities State Law Examination||Jan 2019|
Total Assets Under Management33,941MILLIONS
Total Number of Accounts116,249ACCOUNTS
Average Account Value$291,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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