James Tusoch (CRD# 6106937) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, OH and has over 7 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, OH | Jun 2020 - Current | 3 |
| Bank Of America, N.a. | Chagrin Falls, OH | Mar 2017 - Jun 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls, OH | Nov 2016 - Jun 2020 | 3 |
| Crossroads Property Management | Richfield, OH | Nov 2015 - Nov 2016 | 1 |
| Cornerstone Wealth Mgmnt | Beachwood, OH | Mar 2013 - Nov 2016 | 3 |
| K & D Property Mgt | Willoughby, OH | Mar 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- OH
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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