James Slater is a registered investment advisor at Cetera Investment Advisers LLC, based in Lombard, IL, with 33 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
One East 22nd Street, Suite 710, Lombard, IL, 60148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James had a one-time exception sale with Voya for a personal policy and owns a condo rental. He is also the owner of Skyline Wealth Partners, a DBA for Cetera business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations26 states
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