James Wunsch (CRD# 1200295) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, ID and has over 36 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Jackson, WY | Jul 2014 - Current | 9 |
Wells Fargo Advisors LLC | Afton, WY | Jan 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1987 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- ID
- TX
- WY
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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