James Ferrin (CRD# 5829443) is an Investment Advisor Representative working at Shilanski & Associates, Inc. in Anchorage, AK and has over 3 years of experience in the finance industry. James Ferrin 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.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shilanski & Associates, Inc. | Anchorage, AK | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Pleasant Grove, UT | Feb 2019 - Jan 2023 | 3 |
| Ferrin Capital | Pleasant Grove, UT | Dec 2012 - May 2020 | 7 |
| Triad Advisors Inc. | Norcross, GA | Dec 2012 - Dec 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- AK
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Total Assets Under Management387MILLIONS
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Total Number of Accounts2,309ACCOUNTS
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Average Account Value$167,492
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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