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).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $440,351
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Arnold Insurance And Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James M. Arnold
CRD#: 1755052
511 Delannoy, Unit 2, Cocoa, FL 32922
86
Wealthminder
score

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.

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