James Earl (CRD# 1965373) is an Investment Advisor Representative working at Jim Earl Financial in North Bloomfield, OH and has over 34 years of experience in the finance industry.
CRD# 6535471
Commonwealth Financial Network
CRD# 4557403
Essential Financial Planning, Inc.
CRD# 2910271
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James R Earl Financial Services, Inc. | North Bloomfield, OH | Jan 2009 - Current | 15 |
| James R. Earl Financial Services | North Bloomfield, OH | Apr 1991 - Current | 33 |
| Asset Management & Benefit Agency | North Bloomfield, OH | Apr 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- OH
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$26,550
- 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
- Pension consulting services
- Educational seminars/workshops
OH
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