Rush James (CRD# 6529302) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advocacy Wealth Management, LLC | Atlanta, GA | Dec 2018 - Current | 5 |
| Bank Of America, N.a. | Clayton, MO | Jul 2017 - Nov 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton, MO | Feb 2017 - Nov 2018 | 1 |
| Unemployed | New York, NY | Aug 2016 - Feb 2017 | < 1 |
| Entrust Securities LLC | New York, NY | Sep 2015 - Jul 2016 | < 1 |
| Entrust Capital | New York, NY | Jun 2015 - Sep 2015 | < 1 |
| David Yurman Enterprises | New York, NY | Jun 2014 - Aug 2015 | 1 |
| University Of Missouri | Columbia, MO | Sep 2013 - May 2015 | 1 |
| University Of Missouri | Columbia, MO | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- AL
- MO
- TX
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Total Assets Under Management1,724MILLIONS
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Total Number of Accounts1,715ACCOUNTS
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Average Account Value$1,005,144
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, CT, FL, GA, HI, IL, KY, LA, MA, MN, MO, MS, NC, NE, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, WV
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