James SextonCRD Number: 6238381
Current Firm: Oakmont Wealth Advisory, LLC
James Sexton (CRD# 6238381) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 8 years of experience in the finance industry. James Sexton 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
Capital One Investing, Inc.
Equitable Advisors, LLC
|Oakmont Wealth Advisory, LLC||Herndon, VA||Jan 2019 - Current||3|
|Great Lakes & Atlantic Wealth Management||Charlotte, NC||Mar 2017 - Dec 2018||1|
|Piedmont Wealth Management||Charlotte, NC||Mar 2017 - Dec 2018||1|
|Niagara International Capital Limited||Clarence, NY||Mar 2017 - Dec 2017||< 1|
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2013 - Mar 2017||3|
|University Of South Carolina||Columbia, SC||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
Total Assets Under Management209MILLIONS
Total Number of Accounts297ACCOUNTS
Average Account Value$703,849
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL, MA, MD, PA, VA
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