James SchlueterCRD Number: 5555603
Current Firm: Charles Schwab & Company, Inc.
James Schlueter (CRD# 5555603) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 9 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Charles Schwab & Company, Inc.||Redding, CA||Nov 2012 - Current||5|
|Charles Schwab Bank||Redding, CA||Nov 2012 - Current||5|
|Edward Jones||St Louis, MO||Jun 2008 - Nov 2012||4|
|Bankers Life & Casualty||Chico, CA||Jan 2007 - Jun 2008||1|
|Midwest Health Insurance||Redding, CA||Oct 2006 - Jan 2007||< 1|
|Valley Yellow Pages||Chico, CA||Dec 2005 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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
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