James Biggs is a registered investment advisor, based in Zionsville, IN, with 13 years of industry experience.
Location
1120 W Oak St, Suite 200, Zionsville, IN, 46077
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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.
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James works as a tax preparer and provides investment advisory services through Brass Tax Wealth Management Inc. and Storen Financial Advisory Group, spending nearly full-time hours on tax preparation and about half their time on advisory services.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Storen Financial
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Brass Tax Wealth Management
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations5 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.