![Curtis James, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
Curtis James (CRD# 5745225) is an Investment Advisor Representative working at Esi Financial Advisors in Jacksonville, FL and has over 12 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
![Catherine Stone, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
CRD# 2725491
Ameriprise Financial Services, LLC
![Obyda Abushaib, financial advisor Jacksonville FL](/img/ws/profile-blank-sq.png)
CRD# 6942351
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
National Life Group | Jacksonville, FL | Jan 2020 - Current | 4 |
Equity Services, Inc. | Montpelier, VT | Jan 2020 - Current | 4 |
Nylife Securities LLC | Jacksonville, FL | Jun 2011 - Dec 2019 | 8 |
New York Life Ins. Company | Jacksonville, FL | Apr 2011 - Dec 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2012 |
S65 | NASAA Investment Advisors Law Examination | May 2020 |
- FL
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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