James Mehok, financial advisor Schererville IN

James Mehok

CRD Number: 6096950
Current Firm: Private Advisor Group, LLC

James Mehok (CRD# 6096950) is an Investment Advisor Representative working at Private Advisor Group, LLC in Schererville, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Schererville, IN Nov 2018 - Current 5
Harvest Financial Planning LLC Schererville, IN Nov 2013 - Current 10
Lpl Financial LLC Schererville, IN Sep 2013 - Current 10
Independent Financial Partners Schererville, IN Dec 2015 - Nov 2018 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for James R. Mehok
Phone Number: 973-538-7010
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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