James Mehok is a registered investment advisor at Private Advisor Group, LLC, based in Schererville, IN, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
930 West U.S. Hwy 30, Schererville, IN, 46375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James provides investment advisory services through Private Advisor Group and operates Prosper Financial as a DBA for his LPL business, dedicating nearly full-time hours to these activities. He also serves as a notary public and is involved in real estate rental through Prosper Holding, LLC, spending minimal time on each.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
State Registrations5 states
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