James Sivilli is a registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3945 E. Paradise Falls Dr, Ste 261, Tucson, AZ, 85712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a member of McLovin Ventures LLC and ROC1 LLC, both rental property businesses, and owns other rental properties. He also serves as executor for his mother's estate and trustee for Sivilli Capital Mgmt 401k, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Principal Financial Securities,inc.Broker
State Registrations37 states
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