James GambacciniCRD Number: 4619759
Current Firm: Acorn Financial Advisory Services, Inc.
James Gambaccini (CRD# 4619759) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 19 years of experience in the finance industry. James Gambaccini 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Acorn Financial Services, Inc.||Reston, VA||Feb 2010 - Current||13|
|Acorn Financial Advisory Services, Inc.||Reston, VA||Jan 2008 - Current||15|
|Acorn Financial Advisory Services, Inc.||Reston, VA||Sep 2003 - Current||19|
|Acorn Financial Services, Inc.||Reston, VA||Jul 2003 - Current||19|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Feb 2010 - Jan 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2003|
Total Assets Under Management1,037MILLIONS
Total Number of Accounts4,249ACCOUNTS
Average Account Value$244,068
- 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
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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