James LagaceCRD Number: 7367351
Current Firm: Cwm, LLC
James Lagace (CRD# 7367351) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Cwm, LLC||Omaha, NE||May 2022 - Current||1|
|Cetera Advisor Networks||El Segundo, CA||May 2022 - Current||1|
|Royal Alliance Associates, Inc.||Farmington, CT||Jul 2021 - May 2022||< 1|
|Karn, Couzens & Associates, Inc.||Farmington, CT||Apr 2021 - May 2022||1|
|Fournier Legal Services, LLC||East Haven, CT||Sep 2019 - Apr 2021||1|
|Quinnipiac University||Hamden, CT||Sep 2018 - Jan 2021||2|
|Self-employed||Wallingford, CT||Jan 2018 - Jan 2020||2|
|Middlesex Community College||Middletown, CT||Sep 2016 - May 2018||1|
|Fire At The Ridge Restaurant||Middlefield, CT||Oct 2017 - Mar 2018||< 1|
|Illiano's Ristorante & Pizzeria||Meriden, CT||Sep 2014 - Oct 2017||3|
|Wallingford Bowl, Inc.||Wallingford, CT||Jul 2007 - Sep 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management19,944MILLIONS
Total Number of Accounts96,956ACCOUNTS
Average Account Value$205,697
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.