James BrennanCRD Number: 4570480
Current Firm: Gfo Advisory Services, LLC
James Brennan (CRD# 4570480) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry. James Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Genspring Family Offices, LLC||St. Petersburg, FL||Dec 2005 - Current||12|
Total Assets Under Management264MILLIONS
Total Number of Accounts163ACCOUNTS
Average Account Value$1,619,154
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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