James Taegel is a registered investment advisor, based in Clinton TWP, MI, with 23 years of industry experience.
Location
39600 Garfield Rd., Ste E, Clinton TWP, MI, 48038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an insurance agent and proprietor since 2002, dedicating a few hours per week. He is also a partner in Dooley Frattinin Larocca Taegel & Associates, LLC and AccuRAte Financial Services, and chairman of the board of directors for The Financial Wellness Project.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Signator Investors, INC.Broker
State Registrations25 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.