James Guisinger
James Guisinger is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James serves on the Somerset North Subdivision Board, dedicating minimal time. He is also a Finance Committee Member at Manresa Jesuit Retreat House, a non-profit organization, spending minimal time assisting with budgeting and reviewing expenses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Korn, Womack, Stern and Associates, INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.