James Protigal (CRD# 2187244) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Osprey, FL and has over 28 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Investment Partners, LLC | Nokomis, FL | Sep 2016 - Current | 7 |
| Wealth Asset Management LLC | Nokomis, FL | May 2012 - Current | 12 |
| The Advisors Planning Group, LLC | Nokomis, FL | Jan 2006 - Current | 18 |
| Advisors Property Management Group, LLC | Nokomis, FL | Jun 2004 - Current | 19 |
| Investors Capital Corp. | Lynnfield, MA | Jan 2016 - Aug 2016 | < 1 |
| Sagepoint Financial | Nokomis, FL | Mar 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management4,778MILLIONS
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Total Number of Accounts15,951ACCOUNTS
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Average Account Value$299,526
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