James
Lenaghan

Stifel, Nicolaus & Company, Inc

CRD#1074837
Investment Advisor
in Fairhope, AL

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About this Advisor

James Lenaghan is an advisor in Fairhope, Alabama. Currently an advisor with Stifel, Nicolaus & Company, Inc, Lenaghan has 20 years of professional experience as a financial advisor. Lenaghan holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Lenaghan is registered to work with investors based out of Alabama and Texas. Over the course of their career, they have held roles at Ubs Financial Services Inc and Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Fairhope, Alabama, and operates out of 431 other offices throughout the United States. As a firm, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets covering 244,516 accounts and retains more than 6,153 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Stifel, Nicolaus & Company, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

205 Fairhope Ste. E.
Fairhope, AL 36532

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

AL Average: $11,469,110,461
Total Number of Employees

6,153

AL Average: 458
Total Number of Accounts

244,516

AL Average: 33,415
Average Account Size

$399,512

AL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Lenaghan Work History

James has 20 years of experience.

2009 - Present (12 years)

Stifel, Nicolaus & Company, Inc

2000 - Present (21 years)

Ubs Financial Services Inc

Disclosures

James Lenaghan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Joshua Burgan
Indianapolis, IN
Noah Burns
San Juan Capistrano, CA
Kelly Andrews
Saint Louis, MO
Christopher Moran
Boston, MA
Michele Behling
Cincinnati, OH
Jonathan Peters
Greensboro, NC
Mary Briscoe
Montgomery, AL

This content was compiled from the SEC and FINRA.

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