James IzardCRD Number: 4542791
Current Firm: Palladium Registered Investment Advisors
James Izard (CRD# 4542791) is an Investment Advisor Representative working at Palladium Registered Investment Advisors in Norfolk, VA and has 1 year of experience in the finance industry. James Izard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Palladium Partners, LLC||Norfolk, VA||Jan 2008 - Current||9|
|Bb&t Asset Management, Inc.||Norfolk, VA||May 2002 - Jan 2008||5|
Total Assets Under Management1,805MILLIONS
Total Number of Accounts1,720ACCOUNTS
Average Account Value$1,049,234
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV