James
Halvosa
Portfolio Management & Research, Inc
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About this Advisor
James Halvosa is a financial advisor who works in Gainesville, Florida with a total of 5 years of relevant experience. Halvosa is an advisor for Portfolio Management & Research, Inc. The advisor has gained experience at Lincoln Investment Planning, Argentus Partners, LLC, Purshe Kaplan Sterling Investments, Argentus Capital Management, Ashton Thomas, Portfolio Management & Research and Trade-Pmr, Inc. Halvosa maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Portfolio Management & Research, Inc is a registered investment firm with a branch in Gainesville, Florida.
Certifications and Registrations
Years Registered*
Office Location
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James Halvosa Work History
James has been registered as a financial advisor for 5 years.*
Portfolio Management & Research
Trade-Pmr, Inc
Purshe Kaplan Sterling Investments
Argentus Capital Management
Ashton Thomas
Argentus Partners, LLC
Lincoln Investment Planning
*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.
Disclosures
Please visit the SEC profile of James Halvosa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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 profile-compliance@smartasset.com.
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