James ShagawatCRD Number: 5045150
Current Firm: Adviceperiod, LLC
James Shagawat (CRD# 5045150) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. James Shagawat 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.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|Adviceperiod, LLC||Paramus, NJ||Jul 2019 - Current||2|
|Shagawat Financial Advisors, LLC||Clifton, NJ||Mar 2017 - Sep 2019||2|
|The Baron Financial Group LLC||Fair Lawn, NJ||Jan 2002 - Mar 2017||15|
Total Assets Under Management4,459MILLIONS
Total Number of Accounts4,821ACCOUNTS
Average Account Value$924,862
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, HI, IA, IL, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, WA, WI
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