James FilesCRD Number: 1620449
Current Firm: Fiduciary Solutions, LLC
James Files (CRD# 1620449) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 17 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Peak Financial Freedom Group, LLC||Roseville, CA||Jul 2014 - Current||8|
|Fiduciary Solutions, LLC||Roseville, CA||Mar 2011 - Current||12|
|Fbd Holding, LLC||Granite Bay, CA||Mar 2011 - Mar 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
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