James Decota (CRD# 4651010) is an Investment Advisor Representative working at Choreo, LLC in Reno, NV and has over 20 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Choreo, LLC | Minneapolis, MN | Jan 2023 - Current | 1 |
| Enso Wealth Management, LLC | Petaluma, CA | Feb 2017 - Jan 2023 | 5 |
| Decota Wealth Management, LLC | Petaluma, CA | Mar 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- CA
- NV
-
Total Assets Under Management16,031MILLIONS
-
Total Number of Accounts24,966ACCOUNTS
-
Average Account Value$642,108
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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