![James Nunez, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
James Nunez (CRD# 2835929) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dayton, OH and has over 27 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
![Michael Abbinante, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![John Abbott, financial advisor Dayton OH](/img/ws/profile-blank-sq.png)
CRD# 2930449
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - Current | 5 |
Agora Investments | Dayton, OH | Feb 2000 - Current | 24 |
Jaykar Enterprises Inc. | Dayton, OH | Oct 1995 - Current | 28 |
Global Financial Private Capital, LLC | Sarasota, FL | Mar 2018 - Apr 2019 | 1 |
Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Sep 2014 - Feb 2018 | 3 |
Founders Financial Securities, LLC | Towson, MD | Aug 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1997 |
S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
- OH
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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