James Wohlford
James Wohlford is a registered investment advisor at Raymond James & Associates, INC., based in Visalia, CA, with 38 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
1009 North Demaree Street, Visalia, CA, 93291
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the owner of Shiffert Ranch LLC, a 25-acre orange farm, since 1995. He spends about 10-20% of his time on this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations13 states
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