Ares Financial Consulting LLC
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About this Advisor
James Pickett is a certified financial planner and personal financial specialist operating in Huntington Beach, California with a total of 6 years of relevant experience. Pickett is an employee of Ares Financial Consulting LLC. Pickett has gained experience at Financial Advocates LLC, Financial Advocates Llp and Provident Financial Consulting. Pickett has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Ares Financial Consulting LLC is an advisory firm that has its headquarters in Sherman Oaks, CA. The company has offices in three locations and just five advisors. It manages $124 million in assets across its 639 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 639 client accounts, just 14% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees usually vary depending on which services are offered. Fees billed by Ares Financial Consulting LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Ares Financial Consulting LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
James Pickett Work History
James has been registered as a financial advisor for 6 years.*
Provident Financial Consulting
Financial Advocates LLC
Financial Advocates Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of James Pickett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ares Financial Consulting LLC
Sherman Oaks, CA
Sherman Oaks, CA
Huntington Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.