Arnold Insurance And Financial Services, LLC
Arnold Insurance And Financial Services, LLC (CRD# 269890) is a financial advisory firm headquartered in Cocoa, FL. They manage $25,100,000 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$440,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Arnold (CRD# 1755052) is an Investment Advisor Representative working at Arnold Insurance And Financial Services, LLC in Cocoa, FL and has over 13 years of experience in the finance industry. James Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.