James Kmetz is a CFP-designated registered investment advisor, based in Glen Allen, VA, with 14 years of industry experience.
Location
140 Eastshore Dr, Suite 105, Glen Allen, VA, 23059
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Regulatory History
Clean regulatory record
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.
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James is a managing member of Wealth Cycle Advsiors, LLC, a DBA for Cetera Business. He also serves as a board member and treasurer for NEST Academy RVA, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
September 2015 - June 2019 · 3 yrs 9 mos
Foresters Financial Services, INC.Broker
June 2011 - June 2019 · 8 yrs
State Registrations20 states
AZCACOCTDCDEFLGAIDMDNCNJNYOHPASCTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.