James Troutman (CRD# 1033732) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Temple, PA and has over 41 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Marion, IA | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- PA
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
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