James Sullivan
James Sullivan is a registered investment advisor at Raymond James & Associates, INC., based in Mitchell, IN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
700 S. 9th Street, Mitchell, IN, 47446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved in two outside business activities. He works as a real estate broker/agent/developer and owns rental real estate, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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