James PorterCRD Number: 6106924
Current Firm: Ameriprise Financial Services, Inc.
James Porter (CRD# 6106924) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Yakima, WA and has over 3 years of experience in the finance industry.
Financial Management, Inc.
Tieton Capital Management
Tieton Capital Management
|Ameriprise Financial Services Inc.||Yakima, WA||Jun 2014 - Current||2|
|Unemployed||Yakima, WA||Mar 2014 - Jun 2014||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Yakima, WA||Oct 2012 - Jun 2014||1|
|Waddell & Reed Inc.||Yakima, WA||Aug 2012 - Mar 2014||1|
|Westside Church||Yakima, WA||Jun 2012 - Aug 2012||< 1|
|Unemployed||Yakima, WA||Apr 2012 - Jun 2012||< 1|
|Abt Accounting, Bookkeeping & Taxation||Yakima, WA||Jan 2012 - Apr 2012||< 1|
|Westside Church||Yakima, WA||Oct 2010 - Feb 2012||1|
|Cold Stone Creamery||Union Gap, WA||Jun 2010 - Oct 2010||< 1|
|Unemployed/student||Yakima, WA||Aug 2009 - Jun 2010||< 1|
|Westside Church||Yakima, WA||Jun 2009 - Aug 2009||< 1|
|Westside Church||Yakima, WA||Dec 2007 - Jun 2009||1|
|Cold Stone Creamery||Union Gap, WA||Jun 2007 - Dec 2007||< 1|
|Unemployed/student||Yakima, WA||Mar 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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