James MeansCRD Number: 2971245
Current Firm: Raymond James Financial Services Advisors, Inc.
James Means (CRD# 2971245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Yankton, SD and has over 20 years of experience in the finance industry.
Summit Financial Group Inc.
Ipi Wealth Management, Inc.
|South Dakota Investment Council||Sioux Falls, SD||Aug 2012 - Current||5|
|Raymond James Financial Services Advisors, Inc.||Yankton, SD||Jan 2009 - Current||9|
|Raymond James Financial Services, Inc.||Yankton, SD||Jan 1999 - Current||19|
|First Dakota National Bank||Yankton, SD||Aug 1998 - Current||19|
|Hospital Board Member||Yankton, SD||Jul 2003 - Jul 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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)
- Educational seminars/workshops
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