James LivasyCRD Number: 1185234
Current Firm: Stifel, Nicolaus & Company, Incorporated
James Livasy (CRD# 1185234) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sullivan, IL and has over 34 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
Ipi Wealth Management, Inc.
|Stifel, Nicolaus & Company, Incorporated||Decatur, IL||Nov 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)