James BuckhamCRD Number: 5670052
Current Firm: Wellesley Asset Management, Inc.
James Buckham (CRD# 5670052) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 13 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Wellesley Investment Advisors, Inc.||Wellesley, MA||Feb 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
Total Assets Under Management3,119MILLIONS
Total Number of Accounts1,836ACCOUNTS
Average Account Value$1,698,739
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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