James Ayres (CRD# 2550845) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 29 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Portfolio Consulting, LLC | Seattle, WA | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- WA
-
Total Assets Under Management4,798MILLIONS
-
Total Number of Accounts530ACCOUNTS
-
Average Account Value$9,052,184
- 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)
AK, AZ, CA, OR, TX, WA
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