James Kieffer (CRD# 1716197) is an Investment Advisor Representative working at Rational Frontier Advisors, LLC in Nashua, NH and has over 15 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rational Frontier Advisors, LLC | Nashua, NH | Apr 2008 - Current | 16 |
| Proforma Financial Group, Inc. | Nashua, NH | Nov 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
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Total Assets Under Management2MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,272,173
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
NH
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