James Spinelli, financial advisor Wilmington DE
88 score

James Spinelli

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Wilmington, DE Aug 2015 - Current 1
Great Valley Advisor Group Wilmington, DE Jan 2014 - Current 2
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
Contact Info for James J. Spinelli
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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