James MuchardCRD Number: 3064822
Current Firm: Invest Financial Corporation
James Muchard (CRD# 3064822) is an Investment Advisor Representative working at Invest Financial Corporation in Rochester, NY and has over 18 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Invest Financial Corporation||Rochester, NY||Jun 2011 - Current||6|
|Am&m Investment Brokers, Inc.||Rochester, NY||May 1998 - Current||19|
|Rochester City School District||Rochester, NY||Oct 1991 - Current||25|
|Muchard Financial||Rochester, NY||Feb 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV