James BilesCRD Number: 2402169
Current Firm: Mycio Wealth Partners, LLC
James Biles (CRD# 2402169) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 28 years of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|My Cio||Philadelphia , PA||Feb 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1993|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management11,840MILLIONS
Total Number of Accounts6,923ACCOUNTS
Average Account Value$1,710,259
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA
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