James Delaurier (CRD# 7682828) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marietta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Marietta, GA | May 2023 - Current | 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2023 - May 2023 | < 1 |
49 Financial | Atlanta, GA | Jan 2023 - Feb 2023 | < 1 |
Delaurier Lawns LLC | Athens, GA | Apr 2021 - Dec 2022 | 1 |
University Of Georgia | Athens, GA | Aug 2019 - Dec 2022 | 3 |
Greenscapes Shrub & Turf | Athens, GA | May 2019 - Nov 2020 | 1 |
University Of North Georgia | Dahlonega, GA | Aug 2018 - May 2019 | < 1 |
Arc Electric | Athens, GA | May 2018 - Jul 2018 | < 1 |
Prince Avenue | Bogart, GA | Aug 2011 - May 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2023 |
S63 | Uniform Securities State Law Examination | Dec 2022 |
- GA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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