James Lorentson (CRD# 5983188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Seattle, WA and has over 6 years of experience in the finance industry.
CRD# 5962359
Brighton Jones LLC
Score
104
CRD# 839130
Wlfb Inc.
Score
103
CRD# 4514776
Robinswood Financial
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St.cloud, MN | Feb 2016 - Current | 2 |
| Homestreet Bank | Seattle, WA | Feb 2016 - Current | 2 |
| Cetera Investment Advisers LLC | Seattle, WA | Feb 2016 - Current | 2 |
| Homestreet Bank | Seattle, WA | Apr 2015 - Dec 2015 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Apr 2015 - Dec 2015 | < 1 |
| Cetera Investment Advisers LLC | Seattle, WA | Apr 2015 - Dec 2015 | < 1 |
| Lpl Financial LLC | Jacksonville, FL | Jan 2014 - Apr 2015 | 1 |
| Vystar Credit Union | Fleming Island, FL | May 2012 - Apr 2015 | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2012 - Jan 2014 | 1 |
| Edward Jones | St Louis, MO | Oct 2011 - May 2012 | < 1 |
| United States Navy | Niceville, FL | May 2008 - Aug 2011 | 3 |
| United States Navy Rotc | University Park, PA | Jun 2006 - May 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- WA
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Total Assets Under Management7,816MILLIONS
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Total Number of Accounts41,288ACCOUNTS
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Average Account Value$189,310
- 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)
- Educational seminars/workshops
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, WY
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