James Levell (CRD# 1539991) is an Investment Advisor Representative working at Wells Fargo Advisors in Punta Gorda, FL and has over 30 years of experience in the finance industry.
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1433847
Ace Wealth Management LLC
CRD# 5199268
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Punta Gorda, FL | Dec 2014 - Current | 9 |
| Wells Fargo Advisors LLC | Punta Gorda, FL | May 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- FL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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