James Yount is a registered investment advisor at Destra Capital Advisors LLC, based in Bozeman, MT, with 32 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 2 clients with $460M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
443 N. Willson Avenue, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner at The American Margarita Company, LLC, which manufactures and distributes beverages. He devotes about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Destra Capital Advisors LLC
Destra Capital Investments LLCBroker
Previous Registrations
Goldman, Sachs & CO.Broker
Janus Distributors LLCBroker
Hines Real Estate Securities, INC.Broker
Van Kampen Funds INC.Broker
Pennsylvania Merchant Group LTD.Broker
State Registrations52 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.
Exams
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