James Rushton (CRD# 2415915) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 30 years of experience in the finance industry.
CRD# 6146813
Dattilio & Ash Capital Management, LLC
CRD# 13336
Barrell Investment Group, Inc.
CRD# 5657309
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa-cref Individual & Institutional Services, LLC | Hanover, NH | Sep 2015 - Current | 8 |
Tiaa | Hanover, NH | Sep 2015 - Current | 8 |
Fidelity Brokerage Services, Inc. | Stamford, CT | Dec 1994 - Sep 2015 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1994 |
S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- NH
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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