James Otts, financial advisor Winona MS

James Otts

CRD Number: 4287328
Current Firm: Investacorp Advisory Services Inc.

James Otts (CRD# 4287328) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Winona, MS and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Advisory Services Miami, FL Aug 2011 - Current 8
Investacorp,inc Miami Lakes, FL Oct 2000 - Current 19
West Implement Company Inc. Cleveland, MS Aug 1987 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for James W. Otts
Phone Number: 305-557-3000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    2,387
    MILLIONS
  • Total Number of Accounts
    7,016
    ACCOUNTS
  • Average Account Value
    $340,218
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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