James Tinsley, financial advisor Overland Park KS
93 score

James Tinsley

CRD Number: 5425393
Current Firm: Two West Capital Advisors LLC

James Tinsley (CRD# 5425393) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Two West Capital Advisors, LLC Overland Park, KS Nov 2010 - Current 6
L.m. Kohn & Company Cincinnati, OH Jan 2010 - Nov 2010 < 1
Demars Pension Consulting Overland Park, KS Nov 2002 - Nov 2010 8
Macy's Lee's Summit, MO Jul 2009 - Sep 2010 1
Ameriprise Financial Services Inc. Overland Park, KS Oct 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for James J. Tinsley
Phone Number: 913-825-1722
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    752
    MILLIONS
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $3,449,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MO, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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