James FilipekCRD Number: 5484661
Current Firm: Voya Financial Advisors, Inc.
James Filipek (CRD# 5484661) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Gavin Management Group, Inc.
The Financial Well, Inc.
|Voya Financial Advisors||Des Moines, IA||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Des Moines, IA||Jan 2008 - Sep 2014||6|
|Unemployed||Tampa, FL||Apr 2007 - Jan 2008||< 1|
|Ful-time Student||Tampa, FL||May 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV