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 6 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Pacific Income Advisers, Inc.||Santa Monica, CA||May 2010 - Current||7|
|Grandview Capital Management, LLC||Manhattan Beach, CA||Jan 1999 - Current||18|
|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