James Cobb (CRD# 4981555) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 18 years of experience in the finance industry. James Cobb 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# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2922342
Infinity Financial Services Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Counselors Of Redlands LLC | Redlands, CA | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- CA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts362ACCOUNTS
-
Average Account Value$245,592
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA
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