James McConaghyCRD Number: 6531383
Current Firm: Taylor Frigon Capital Management LLC
James McConaghy (CRD# 6531383) is an Investment Advisor Representative working at Taylor Frigon Capital Management LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Taylor Frigon Capital Management LLC||Paso Robles, CA||Mar 2017 - Current||4|
|Unemployed||San Luis Obsipo, CA||Dec 2016 - Mar 2017||< 1|
|Unemployed||London,||Aug 2016 - Dec 2016||< 1|
|Eaton Partners, LLC||London,||Jun 2013 - Aug 2016||3|
|Roc Advisors||London,||Jul 2012 - Jun 2013||< 1|
|Credit Agricol||London,||Jan 2006 - May 2012||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management378MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$2,758,614
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
AZ, CA, ID, LA, TX
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