James Azzarello
James Azzarello is a CFP-designated registered investment advisor at Copia Financial Solutions, INC., based in Rolling Meadows, IL, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
1600 Golf Rd Ste 1200 A, Rolling Meadows, IL, 60008
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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 ActivitiesSells Insurance
James is involved with non-variable insurance since 1999. He also operates under the DBAs Copia Financial Solutions, Inc. as both a general business and a registered investment advisor, spending about 10-20% of his time on the RIA that prepares financial plans.
Employment History
Current Registrations
Copia Financial Solutions, INC.
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Copia Financial Solutions, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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