James StewartCRD Number: 3183283
Current Firm: Century Securities Associates Inc.
James Stewart (CRD# 3183283) is an Investment Advisor Representative working at Century Securities Associates Inc. in Saint Paul, IN and has over 18 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mcavoy Kemp Wealth Management, LLC
|Century Securities Associates, Inc.||Shelbyville, IN||Sep 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1999|
Total Assets Under Management393MILLIONS
Total Number of Accounts1,513ACCOUNTS
Average Account Value$259,558
- A percentage of assets under your management
- 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)
- Educational seminars/workshops