James Behr (CRD# 6275060) is an Investment Advisor Representative working at Ethos Financial Group, LLC in Mount Pleasant, SC and has over 9 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Ethos Financial Group, LLC | King Of Prussia, PA | Mar 2024 - Current | < 1 |
Blue Bell Private Wealth Management | Blue Bell, PA | Oct 2015 - Mar 2024 | 8 |
Lasalle High School | Wyndmoor, PA | Sep 2012 - Oct 2015 | 3 |
Blue Bell Private Wealth Management, LLC | Blue Bell, PA | Jan 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- SC
-
Total Assets Under Management914MILLIONS
-
Total Number of Accounts2,482ACCOUNTS
-
Average Account Value$368,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
CA, CO, FL, LA, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA
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