James Francis (CRD# 7668306) is an Investment Advisor Representative working at Sc&h Wealth in Sparks, MD and has 1 year of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sc&h Financial Advisors, Inc. | Sparks, MD | Sep 2022 - Current | 1 |
| Unemployed | Lutherville-timonium, MD | Jun 2022 - Aug 2022 | < 1 |
| University Of South Carolina | Columbia, SC | Aug 2018 - May 2022 | 3 |
| Sc&h Financial Advisors, Inc. | Sparks, MD | Jun 2021 - Aug 2021 | < 1 |
| Rehoboth Beach Patrol | Rehoboth Beach, DE | May 2020 - Aug 2020 | < 1 |
| Zombie Coffee And Donuts | Columbia, SC | Aug 2019 - Sep 2019 | < 1 |
| Lake Champion - A Young Life Camp | Glen Spey, NY | May 2019 - Jun 2019 | < 1 |
| Rehoboth Beach Patrol | Rehoboth Beach, DE | May 2018 - Aug 2018 | < 1 |
| Calvert Hall College High School | Baltimore, MD | Aug 2014 - May 2018 | 3 |
| Rehoboth Beach Patrol | Rehoboth Beach, DE | May 2017 - Sep 2017 | < 1 |
| Fallston Swim Club | Fallston, MD | May 2016 - Sep 2016 | < 1 |
| Fallston Swim Club | Fallston, MD | Aug 2015 - Sep 2015 | < 1 |
| Fallston United Methodist Church | Fallston, MD | Sep 2014 - Sep 2015 | 1 |
| Our Lady Of Grace School | Parkton, MD | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MD
-
Total Assets Under Management909MILLIONS
-
Total Number of Accounts1,760ACCOUNTS
-
Average Account Value$516,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, DC, DE, FL, GA, MD, MN, NC, NH, NY, PA, TX, VA
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