James RetterCRD Number: 6132350
Current Firm: Brookstone Capital Management LLC
James Retter (CRD# 6132350) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|The Advisory Group, LLC||O'fallon, IL||Jul 2010 - Current||7|
|Horter Investment Management, LLC||Cincinnati, OH||Oct 2012 - Feb 2015||2|
|Sole Proprietor - Life & Health Agent||Collinsville, IL||Oct 2009 - Jul 2010||< 1|
|Amerilife||Fairview Heights, IL||Aug 2009 - Oct 2009||< 1|
|Self Employed||Collinsville, IL||Apr 2009 - Aug 2009||< 1|
|Isc Surfaces||Kansas City, KS||Aug 1999 - Apr 2009||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management1,436MILLIONS
Total Number of Accounts29,700ACCOUNTS
Average Account Value$48,361
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV