James A. Colley, Inc.

James A. Colley, Inc. (CRD# 141794) is a financial advisory firm headquartered in Lake Placid, FL. They manage $11,100,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.


Financial Advisors at James A. Colley, Inc.
Showing 1 - 1 of 1 top financial advisors.
James A. Colley
CRD#: 3125013
505 W. Interlake Blvd., Lake Placid, FL 33852

James Colley (CRD# 3125013) is an Investment Advisor Representative working at James A. Colley, Inc. in Lake Placid, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.