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.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CT
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Total Assets Under Management19,944MILLIONS
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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
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