James ExlineCRD Number: 1003931
Current Firm: Wabash Capital, Inc.
James Exline (CRD# 1003931) is an Investment Advisor Representative working at Wabash Capital, Inc. in Terre Haute, IN and has over 20 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Lpl Financial LLC
Creative Financial Designs, Inc.
|Wabash Capital, Inc.||Terre Haute, IN||Nov 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management240MILLIONS
Total Number of Accounts808ACCOUNTS
Average Account Value$297,521
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, OR, TX