James Anthony (CRD# 5029299) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 18 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 5741458
Beaumont Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martha's Vineyard Investment Advisors, LLC | West Tisbury, MA | Feb 2018 - Current | 6 |
| Martha's Vineyard Savings Bank | Edgartown, MA | May 2017 - Current | 6 |
| Ironworks Investments, Inc. | Annapolis, MD | Sep 2016 - Jan 2018 | 1 |
| Severn Savings Bank | Annapolis, MD | Apr 2014 - Aug 2016 | 2 |
| Chesapeake Bank & Trust Company | Chestertown, MD | Apr 2004 - Apr 2016 | 12 |
| Cetera Investment Advisers LLC | Chestertown, MD | Jan 2014 - Jul 2014 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Sep 2005 - Jul 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- MA
-
Total Assets Under Management244MILLIONS
-
Total Number of Accounts358ACCOUNTS
-
Average Account Value$682,328
- 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
- Selection of other advisers (including private fund managers)
MA, MD, NH, TX
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