James Nylund (CRD# 6159293) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Portland, ME and has over 11 years of experience in the finance industry. James Nylund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Portland, ME | May 2022 - Current | 1 |
| Steward Partners Global Advisory, LLC | Portland, ME | Jan 2019 - Current | 5 |
| Steward Partners Investment Advisory, LLC | Portland, ME | Jan 2019 - Current | 5 |
| Rental Real Estate | Portland, ME | Jan 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Portland, ME | Jan 2019 - May 2022 | 3 |
| Wells Fargo Clearing Services, LLC | Portland, ME | Nov 2016 - Jan 2019 | 2 |
| Wells Fargo Advisors, LLC | Portland, ME | Jan 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- ME
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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)
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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