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.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
CA, TX
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