James Biller, financial advisor Sacramento CA
93 score

James Biller

CRD Number: 4457241
Current Firm: Wedbush Securities Inc.

James Biller (CRD# 4457241) is an Investment Advisor Representative working at Wedbush Securities Inc. in Sacramento, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wedbush Morgan Securities Sacramento, CA Jan 2010 - Current 6
Citigroup Global Markets Inc. Elk Grove, CA May 2007 - Jan 2010 2
Citicorp Investment Services Elk Grove, CA Oct 2006 - Oct 2007 1
M. L. Stern & Company, LLC Sacramento, CA Sep 2001 - Sep 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for James W. Biller
Phone Number: 213-688-8000
Firm Website: http://www.wedbush.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,254
    MILLIONS
  • Total Number of Accounts
    4,156
    ACCOUNTS
  • Average Account Value
    $301,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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