James BizzackCRD Number: 1356619
Current Firm: Ameriprise Financial Services, Inc.
James Bizzack (CRD# 1356619) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Santa Cruz, CA and has over 22 years of experience in the finance industry. James Bizzack 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.
Opes Advisors, Inc.
Moneywise Financial Advisors
Nexus Wealth Advisors, LLC
|American Express Financial Advisors Inc.||San Rafael, CA||Mar 1985 - Current||32|
|Ids Life Insurance Company||Minneapolis, MN||Mar 1985 - Current||32|
|San Ramon Valley Unified School||Danville, CA||Dec 1984 - Current||32|
|Acalanes Union High School Dist.||Lafayette, CA||Dec 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1995|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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