James Phelan (CRD# 2899890) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Blackfoot, ID and has over 26 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 733613
Arbor Point Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Blackfoot, ID | Oct 2022 - Current | 1 |
| Cantella & Company, Inc. | Malden, MA | Aug 2020 - Oct 2022 | 2 |
| Cambridge Investment Research, Inc. | Pocatello, ID | Oct 2018 - Jul 2020 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2018 - Jul 2020 | 1 |
| Broker Dealer Financial Services Corp. | Pocatelll, UT | Jan 2004 - Oct 2018 | 14 |
| Investment Managment Corp | Salt Lake City, UT | Jan 2001 - Oct 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- ID
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- 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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