Suntrust Advisory Services, Inc
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About this Advisor
James Kauchak is a certified financial planner who works out of Orlando, Florida, with a total of 11 years of experience as a financial advisor. Kauchak is an employee of Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Metropolitan Life Insurance Company, Inc, Metlife Securities, Inc, Scottrade, Suntrust Advisory Services, Pnc Investments and Suntrust Investment Services, Inc. Kauchak has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Suntrust Advisory Services, Inc is a financial advisory company that has its headquarters in Orlando, Florida. It has offices in 1,572 locations and a total of 1,539 advisors. It controls $19 billion in assets under management among its 41,105 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 54 charities and foundations. Of its 41,105 customer accounts, 15% belong to high-net-worth investors who have more than $1 million in investable assets. Suntrust Advisory Services, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors largely depend on which services are offered. However, fee types billed by Suntrust Advisory Services, Inc may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
- Selection of other advisers
- Publication of periodicals or newsletters
James Kauchak Work History
James has 11 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Metropolitan Life Insurance Company, Inc
Metlife Securities, Inc
James Kauchak has no disclosures.
Please visit their SEC profile for more details.