James Chiconas
James Chiconas is a registered investment advisor at Equitable Advisors, LLC, based in Edmond, OK, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
805 E 33rd Street, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business ActivitiesSells Insurance
James is a board member and treasurer for St. George Greek Orthodox Church, dedicating a few hours per week. He also has various outside insurance/brokerage contracts.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Spelman & CO INC
Spelman & CO., INC.Broker
Century Advisors, LLC
The (wilson) Williams Financial GroupBroker
Spelman & CO., INC.Broker
MML Investors Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.