James StosselCRD Number: 1976055
Current Firm: Woodbury Financial Services, Inc.
James Stossel (CRD# 1976055) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Pittsburgh, PA and has over 27 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Woodbury Financial Services||Pittsburg, PA||May 2007 - Current||10|
|Royal Alliance Associates, Inc.||Pittsburgh, PA||Jan 1990 - May 2007||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV