James WilsonCRD Number: 5344304
Current Firm: Financial Advocates Investment Management
James Wilson (CRD# 5344304) is an Investment Advisor Representative working at Financial Advocates Investment Management in Tacoma, WA and has 1 year of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Kutscher Rhodes & Benner, Inc.
|Lpl Financial LLC||Tacoma, WA||Jul 2014 - Current||2|
|Cornerstone Financial Strategies||Tacoma, WA||May 2007 - Current||9|
|University Of Puget Sound||Tacoma, WA||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management1,087MILLIONS
Total Number of Accounts6,384ACCOUNTS
Average Account Value$170,222
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA