James PolingCRD Number: 6120227
Current Firm: Alphastar Capital Management, LLC
James Poling (CRD# 6120227) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Perrysburg, OH and has over 5 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Alphastar Capital Management||Cornelius, NC||Sep 2012 - Current||5|
|Citizen Advisory Group||Perrysburg, OH||Jun 2010 - Current||8|
|Perrysburg Junior High School||Perrysburg, OH||Sep 2008 - Current||9|
|Toledo Public Schools||Toledo, OH||Sep 2008 - Jun 2009||< 1|
|Olive Garden||Toledo, OH||Jan 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management445MILLIONS
Total Number of Accounts5,496ACCOUNTS
Average Account Value$81,036
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV