James Nail (CRD# 6761656) is an Investment Advisor Representative working at Chandler Asset Management Inc. in San Diego, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Chandler Asset Management Inc. | San Diego, CA | Aug 2022 - Current | 1 |
Wells Fargo Securities, LLC | Charlotte, NC | Nov 2019 - Jul 2022 | 2 |
Wells Fargo Bank, Na | Charlotte, NC | Nov 2019 - Jul 2022 | 2 |
Wells Fargo Clearing Services | Charlotte, NC | Feb 2017 - Nov 2019 | 2 |
Perform Media | Charlotte, NC | Mar 2016 - Jan 2018 | 1 |
Associate Staffing | Charlotte, NC | Feb 2017 - May 2017 | < 1 |
Mccormick & Schmicks | Charlotte, NC | Jun 2015 - Feb 2017 | 1 |
University Of North Carolina At Charlotte | Charlotte, NC | Aug 2012 - May 2016 | 3 |
Greek Isles | Charlotte, NC | Apr 2014 - Jul 2015 | 1 |
Aflac Insurance | Charlotte, NC | May 2014 - Jan 2015 | < 1 |
J. Crew | Charlotte, NC | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2017 |
- CA
-
Total Assets Under Management35,804MILLIONS
-
Total Number of Accounts1,104ACCOUNTS
-
Average Account Value$32,430,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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