James Stuart (CRD# 4521257) is an Investment Advisor Representative working at Blue Chip Financial Advisors, Inc. in Seville, OH and has over 21 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 6053832
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Chip Financial Advisors | Dayton, OH | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
- OH
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$100,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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