James Massey
James Massey is a registered investment advisor at Cetera Investment Advisers LLC, based in Eau Claire, WI, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13 S. Barstow St., Eau Claire, WI, 54701
Get directionsHistory
Regulatory History (1)
Regulatory
July 1998Other Business ActivitiesSells Insurance
James is an advisory representative at AdvisorNet Wealth Partners, sells fixed life insurance, annuities, and long-term care, and owns Lewis Financial Advisors LLC full-time. He also owns Brokers Edge LLC and real estate at Hayward National Golf Club LLC, dedicating minimal time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Usallianz Securities, INC.Broker
Investors Capital CORP.Broker
Royal Alliance Associates, INC.Broker
Workman Securities CorporationBroker
Titan/value Equities Group, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations5 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.