James EpervaryCRD Number: 1425167
Current Firm: Td Ameritrade, Inc.
James Epervary (CRD# 1425167) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Quincy, MA and has over 32 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Td Ameritrade||Jersey City, NJ||Sep 2008 - Current||9|
|Tiaa-cref||Columbus, OH||Apr 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops