James BroylesCRD Number: 2209183
Current Firm: Ameriprise Financial Services, Inc.
James Broyles (CRD# 2209183) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Westminster, CO and has over 22 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|American Express Financial Advisors Inc.||Denver, CO||Jan 1992 - Current||27|
|Ids Life Insurance Company||Denver, CO||Jan 1992 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
Total Assets Under Management248,322MILLIONS
Total Number of Accounts1,393,263ACCOUNTS
Average Account Value$178,230
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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