James MageeCRD Number: 5979679
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
James Magee (CRD# 5979679) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Orlando, FL||Dec 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Orlando, FL||Aug 2011 - Current||6|
|Unemployed||Orlando, FL||Jul 2011 - Aug 2011||< 1|
|Myriad Travel Marketing||Manhattan Beach, CA||Jan 2011 - Jun 2011||< 1|
|Unemployed||Santa Monica, CA||Jun 2010 - Dec 2010||< 1|
|Marriott Inc.||Orlando, FL||Aug 2004 - May 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV