James MunseyCRD Number: 5983080
Current Firm: Tennessee Valley Asset Management Partners, LLC
James Munsey (CRD# 5983080) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Oak Ridge, TN and has over 6 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Tennessee Valley Asset Management Partners, LLC||Knoxville, TN||Dec 2016 - Current||1|
|Lpl Financial LLC||Knoxville, TN||Dec 2016 - Current||1|
|Axa Advisors, LLC||New York, NY||Oct 2016 - Dec 2016||< 1|
|Edward Jones||St. Louis, MO||Oct 2011 - Oct 2016||5|
|Munsey Pharmacy||Oak Ridge, TN||Jul 2007 - Aug 2011||4|
|Blue Coast Burrito||Cookeville, TN||Nov 2010 - Dec 2010||< 1|
|Liberty University||Lynchburg, TN||Jan 2009 - May 2009||< 1|
|Roane State Community College||Harriman, TN||Aug 2006 - Dec 2008||2|
|K-va-t Food Stores||Kingston, TN||Aug 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management167MILLIONS
Total Number of Accounts1,659ACCOUNTS
Average Account Value$100,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, NC, TN, TX
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