James Van Metter (CRD# 2437634) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in White Plains, NY and has over 30 years of experience in the finance industry. James Van Metter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trivium Point Advisory LLC | White Plains, NY | Jan 2024 - Current | < 1 |
| Lpl Financial LLC | Bronxville, NY | Jun 2015 - Current | 8 |
| Private Portfolio Partners, LLC | Bronxville, NY | Jun 2015 - Jan 2024 | 8 |
| James Van Metter & Associates, Inc. | Bronxville, NY | Jan 1975 - Jan 2024 | 49 |
| Cambridge Investment Research Advisors, Inc. | Council Bluffs, IA | Mar 2005 - Jul 2015 | 10 |
| Cambridge Investment Research, Inc. | Council Bluffs, IA | Sep 2004 - Jul 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- NY
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Total Assets Under Management716MILLIONS
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Total Number of Accounts938ACCOUNTS
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Average Account Value$763,497
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, NJ, NY, OH, SC, TX
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