James BurkeyCRD Number: 6399998
Current Firm: Wells Fargo Advisors, LLC
James Burkey (CRD# 6399998) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Apr 2016 - Current||1|
|Edward Jones||St Louis, MO||Oct 2014 - Mar 2016||1|
|Us Army||Fort Huachuca, AZ||Aug 1989 - Sep 2014||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)