Arnold SchmaleCRD Number: 1432496
Current Firm: J. W. Cole Advisors, Inc.
Arnold Schmale (CRD# 1432496) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Okawville, IL and has over 26 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Cambridge Capital Management, LLC
Lpl Financial LLC
|J.w. Cole Financial, Inc.||Tampa, FL||May 2010 - Current||7|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||May 2010 - Current||7|
|Fortis Investors, Inc.||Okawville, IL||Nov 1998 - May 2010||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV