James Mounier (CRD# 7276274) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 3 years 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 |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Birmingham, AL | Jul 2020 - Current | 3 |
| Charles Schwab Bank, Ssb | Birmingham, AL | Jul 2020 - Current | 3 |
| First Choice Controls | Birmingham, AL | Mar 2020 - Current | 4 |
| Jacksonville State University | Jacksonville, AL | Jan 2016 - May 2020 | 4 |
| Regions Bnak | Oxford, AL | May 2017 - Jan 2020 | 2 |
| Cutco / Vector Marketing | Gadsden, AL | May 2017 - Jan 2018 | < 1 |
| U.s. Lawns | Anniston, AL | Feb 2017 - May 2017 | < 1 |
| Robinson Temperature Controls | Birmingham, AL | May 2014 - Oct 2016 | 2 |
| Gardendale High School | Gardendale, AL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- AL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning 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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