James Rooney, financial advisor Alexandria VA

James Rooney

CRD Number: 1684321
Current Firm: Avenir Corporation

James Rooney (CRD# 1684321) is an Investment Advisor Representative working at Avenir Corporation in Alexandria, VA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Avenir Corporation Washington, DC Aug 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for James H. Rooney
Phone Number: (202) 659-4427
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,099
    MILLIONS
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $1,850,013
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, GA, LA, MA, MD, MO, NC, NH, NJ, NY, OK, PA, TN, TX, VA

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