James Minich (CRD# 1708380) is an Investment Advisor Representative working at Minichmacgregor Wealth Management, LLC in Saint Augustine, FL and has over 36 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 1575083
Ameriprise Financial Services, LLC
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Minichmacgregor Wealth Managment | St Augustine, FL | Jan 2012 - Current | 12 |
| Minich Macgregor Wealth Management | Saratoga Springs, NY | Sep 2009 - Current | 14 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2009 - Nov 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- FL
- TX
-
Total Assets Under Management501MILLIONS
-
Total Number of Accounts2,198ACCOUNTS
-
Average Account Value$228,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, FL, GA, NC, NH, NY, SC, TX
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