James SpinelliCRD Number: 6292205
Current Firm: Great Valley Advisor Group, Inc.
James Spinelli (CRD# 6292205) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 3 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Lpl||Wilmington, DE||Aug 2015 - Current||2|
|Great Valley Advisor Group||Wilmington, DE||Jan 2014 - Current||3|
|Comcast Corporation||Philadelphia, PA||Aug 2010 - Dec 2013||3|
|Marsh And Mclennan Companies||Philadelphia, PA||May 2010 - Jul 2010||< 1|
|Anro Corporation||Devon, PA||Jul 2008 - Apr 2010||1|
|Pennsylvania State University||State College, PA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI