JR
PFS
JR
PFS
James Reinhart
28 Years of Experience
Shelby Township, MI
2 DisclosuresBroker
James Reinhart is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Shelby Township, MI, with 28 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Shelby Township, MI
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2013Denied
Customer Dispute
October 2013Denied
Other Business Activities
James is a registered representative with Yeo & Yeo Financial Services, Inc., dedicating about half of his time. He is also the owner and financial professional at Reinhart Financial Services, LLC, spending about 10-20% of his time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2010 - Present · 16 yrs 8 mos
Cetera Financial Specialists LLCBroker
May 2004 - Present · 22 yrs 4 mos
Previous Registrations
Hochman & Baker Securities, INC.Broker
August 1997 - September 2004 · 7 yrs 1 mo
State Registrations2 states
MIMO
AdvisorBrokerBoth
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
No exam information available for this advisor.