James TroutmanCRD Number: 1033732
Current Firm: Berthel Fisher & Company Financial Services, Inc.
James Troutman (CRD# 1033732) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Temple, PA and has over 33 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Kaufman Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Berthel Fisher & Company Financial Services, Inc.||Marion, IA||Jun 2007 - Current||9|
|Brookstreet Securities Corporation||Temple, PA||Jun 1993 - Jun 2007||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV