James LiskoCRD Number: 5559010
Current Firm: Pacific Income Advisers Inc.
James Lisko (CRD# 5559010) is an Investment Advisor Representative working at Pacific Income Advisers Inc. in Santa Monica, CA and has over 5 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Pacific Income Advisers, Inc.||Santa Monica, CA||May 2010 - Current||6|
|Grandview Capital Management, LLC||Manhattan Beach, CA||Jan 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management10,167MILLIONS
Total Number of Accounts3,971ACCOUNTS
Average Account Value$2,560,262
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV