James Merrill (CRD# 7599113) is an Investment Advisor Representative working at Binnacle Financial Group LLC in Silver Spring, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Binnacle Financial Group LLC | Silver Spring, MD | May 2022 - Current | 2 |
| N/a | Silver Spring, MD | Dec 2016 - Jan 2023 | 6 |
| Hillary For America Campaign | Mclean, VA | May 2016 - Nov 2016 | < 1 |
| Unemployed | Silver Spring, MD | Feb 2016 - May 2016 | < 1 |
| American Rivers | Washington, DC | Jan 2015 - Jan 2016 | 1 |
| Unemployed | Silver Spring, MD | Jun 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- MD
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$1,509,167
- 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
MD
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