James Wingett, financial advisor Steubenville OH
93 score

James Wingett

CRD Number: 5288871
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

James Wingett (CRD# 5288871) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Steubenville, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jjb Hilliard Wl Lyons LLC Louisville, KY Jun 2016 - Current < 1
Edward Jones St Louis, MO Feb 2007 - Jun 2016 9
Northern Community College Wheeling, WV Jan 2007 - Feb 2007 < 1
Lodgian Inc. Pittsburgh, PA Nov 2006 - Feb 2007 < 1
Mtr Gaming Inc. Chester, WV May 1999 - Oct 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for James C. Wingett
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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