James Boxma, financial advisor Naples FL
93 score

James Boxma

CRD Number: 5526260
Current Firm: Young Richard C & Co Ltd

James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Young Richard C & Co Ltd in Naples, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Richard C. Young & Company, Ltd. Naples, FL Apr 2011 - Current 5
Defense Fitness Club Fort Worth, TX Nov 2007 - Current 9
Sagepoint Financial, Inc. Plano, TX Jan 2009 - Mar 2011 2
Aig Financial Advisors, Inc. Southlake, TX Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Southlake, TX Jul 2008 - Oct 2008 < 1
Motorola Inc. Fort Worth, TX Nov 2000 - Jan 2008 7
American Defensive Arts Keller, TX May 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for James H. Boxma
Phone Number: 401-849-2137
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    928
    MILLIONS
  • Total Number of Accounts
    1,270
    ACCOUNTS
  • Average Account Value
    $730,345
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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