James Means, financial advisor Yankton SD
93 score

James Means

CRD 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 19 years of experience in the finance industry.

Similar Advisors
Devin Anderson, financial advisor Yankton SD
Devin J. Anderson
CRD# 5896781
Edward Jones
Score
93
Similar Advisors
Matthew Dresden, financial advisor Yankton SD
Matthew D. Dresden
CRD# 5315405
Vsr Advisory Services
Score
93
Similar Advisors
Jeffrey Gebauer, financial advisor Yankton SD
Jeffrey L. Gebauer
CRD# 1505188
Ipi Wealth Management, Inc.
Score
93
Company Name Location Dates Years
South Dakota Investment Council Sioux Falls, SD Aug 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Yankton, SD Jan 2009 - Current 7
Raymond James Financial Services, Inc. Yankton, SD Jan 1999 - Current 17
First Dakota National Bank Yankton, SD Aug 1998 - Current 18
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
Contact Info for James E. Means
Phone Number: 727-567-5877
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.