James Baldwin (CRD# 7451561) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities, LLC | Arden Hills, MN | Apr 2022 - Current | 2 |
| Summit Financial Consulting LLC | Sterling Heights, MI | Oct 2021 - Current | 2 |
| Summit Health Services, LLC | Sterling Heights, MI | Oct 2021 - Current | 2 |
| Trivelloni Asset Management | Mt. Clemens, MI | Jun 2021 - Oct 2021 | < 1 |
| Full Timestudent | East Lansing, MI | Sep 2011 - Apr 2021 | 9 |
| Fiat-chrysler Automotive | Auburn Hills, MI | Jun 2020 - Aug 2020 | < 1 |
| Dte Energy | Detroit, MI | May 2019 - Aug 2019 | < 1 |
| Dte Energy | Detroit, MI | May 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- MI
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts1,466ACCOUNTS
-
Average Account Value$71,330
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MI, TX
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