Blue Chip Financial Advisors, Inc.

Blue Chip Financial Advisors, Inc. (CRD# 119917) is a financial advisory firm headquartered in , . They manage $3,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $150,000
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.

OH

Financial Advisors at Blue Chip Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Stuart, financial advisor Seville OH
James K. Stuart
CRD#: 4521257
Seville, OH
93
Wealthminder
score

James Stuart (CRD# 4521257) is an Investment Advisor Representative working at Blue Chip Financial Advisors, Inc. in Seville, OH and has over 15 years of experience in the finance industry.

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