James Mcquiston is a registered investment advisor, based in Eugene, OR, with 3 years of industry experience.
Location
260 Country Club Rd, Ste 100, Eugene, OR, 97401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
James owns McQuiston Consulting LLC and manages two trusts, prepares tax returns for Cicada LLC, and manages assets held in trust. He also manages real estate for DP Legacy Properties LLC and MCG2 LLC, works for Jones & Roth PC, and sells insurance products through Avantax Insurance Entities, dedicating minimal time to each of these activities except for Jones & Roth PC, where he works nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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