James Barhorst is a registered investment advisor, based in Covington, OH, with 31 years of industry experience.
Location
550 Mote Dr., Ste 5, Covington, OH, 45318
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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 works full-time providing accounting services and tax preparation for Bowman & Associates. He also serves as a trustee for the public library, is an elected official for the Village of Covington, and has the ability to sell annuities and variable insurance products through Avantax Insurance Agency, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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