James MonaganCRD Number: 4505244
Current Firm: Royal Alliance Associates, Inc.
James Monagan (CRD# 4505244) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 15 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Royal Alliance||Toledo, OH||Jul 2013 - Current||4|
|Savage & Assoc||Toledo, OH||Jan 2002 - Current||15|
|Walnut Street Securities Inc.||St Louis, MO||Jan 2002 - Jul 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV