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 $33,000,000 in 331 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts331ACCOUNTS
Average Account Value$99,698
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Arnold (CRD# 1755052) is an Investment Advisor Representative working at Arnold Insurance And Financial Services, LLC in Cocoa, FL and has over 15 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.