Christopher JamesCRD Number: 3058806
Current Firm: Measured Wealth Private Client Group, LLC
Christopher James (CRD# 3058806) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
Commonwealth Financial Network
Clear View Wealth Advisors, LLC
Lake Street Advisors, LLC
|Ifs Securities||Portsmouth, NH||Dec 2016 - Current||1|
|Measured Wealth Private Client Group, LLC||Portsmouth, NH||Jan 2014 - Current||4|
|H.beck Inc.||Rockville, MD||Aug 2009 - Current||8|
|Salem Advisory Group||Kennebunk, ME||Dec 2009 - Jan 2014||4|
|Olde Discount Corporation/ameriprise||Portland, ME||Jan 2000 - Aug 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2001|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,235ACCOUNTS
Average Account Value$177,369
- 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)
FL, LA, MA, ME, NH, NY, TX, VT
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.