James Calhoun (CRD# 5893864) is an Investment Advisor Representative working at Accuvest Global Advisors, Inc. in Provo, UT and has over 13 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accuvest Global Advisors | Walnut Creek, CA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- CA
- UT
-
Total Assets Under Management518MILLIONS
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$1,670,819
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Other
AK, CA, UT
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