James Thomas (CRD# 1433569) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has over 38 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Capital Co Inc. | Parma, OH | Jul 2013 - Current | 10 |
| The Huntington Investment Company | Columbus, OH | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- OH
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$200,802
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IN, MI, OH, PA
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