James Wyllie is a registered investment advisor at Cetera Investment Advisers LLC, based in Liberty, MO, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
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Assets Under Management
Location
1135 W. Kansas St, Liberty, MO, 64068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an analyst for Spencer Financial Services, LLC, and a financial professional for Purpose Planning. He also owns Liberty United Soccer Club, LLC, Reclaim Functional Rehab, LLC, and is on the leadership board for the non-profit Man Up and Go.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations4 states
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