James Bucheister (CRD# 4721224) is an Investment Advisor Representative working at North Coast Asset Management, Inc. in Windsor, CA and has over 24 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2087674
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Coast Asset Management, Inc. | Windsor, CA | Mar 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- CA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$889,720
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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