James Bortak is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lawrenceville, GA, with 28 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
189 W Pike Street Nw, [Satellite], Lawrenceville, GA, 30046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James holds an inactive real estate license in Georgia and is a design review board committee member for Stonecrest HOA, dedicating minimal time to the latter. Neither activity is investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations23 states
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