James ContinoCRD Number: 2400524
Current Firm: Valic Financial Advisors, Inc.
James Contino (CRD# 2400524) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 28 years of experience in the finance industry. James Contino 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Aig Valic||White Plains, NY||Aug 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management23,333MILLIONS
Total Number of Accounts394,305ACCOUNTS
Average Account Value$59,175
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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