James Pankey, financial advisor Wellington FL

James Pankey

CRD Number: 3165003
Current Firm: Latitude Advisors, LLC

James Pankey (CRD# 3165003) is an Investment Advisor Representative working at Latitude Advisors, LLC in Wellington, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Latitude Advisors, LLC Vero Beach, FL Dec 2019 - Current 1
Gwn Securities Inc. Palm Beach Gardens, FL Jan 2011 - Current 10
James P. Pankey, Cpa Wellington, FL Feb 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for James P. Pankey
Phone Number: (772) 770-1950
Registered State(s):
  • FL
Current Firm Details
Latitude Advisors, LLC
Firm's CRD Number: 151001
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    910
    ACCOUNTS
  • Average Account Value
    $219,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV

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