James Exline, financial advisor Terre Haute IN
93 score

James Exline

CRD 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.

Similar Advisors
Michael Collins, financial advisor Terre Haute IN
Michael W. Collins
CRD# 3146077
Northwestern Mutual Investment Services,llc
Similar Advisors
Robert Davidson, financial advisor Terre Haute IN
Robert W. Davidson
CRD# 1895560
Lpl Financial LLC
Similar Advisors
Gene Griffin, financial advisor Terre Haute IN
Gene E. Griffin
CRD# 1637650
Creative Financial Designs, Inc.
Company Name Location Dates Years
Wabash Capital, Inc. Terre Haute, IN Nov 1997 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for James B. Exline
Phone Number: 812-242-9113
Firm Website: http://wabashcapital.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Exline and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.