James
Manning
Asset Advisors
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About this Advisor
James Manning is a financial advisor based in Augusta, Georgia, working with Asset Advisors. James has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Hull Property Group, and Asset Advisors. James has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, James is part of Asset Advisors, which operates out of Augusta, Georgia. The firm has 9 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Asset Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Asset Advisors Brokerage Details
$1,149,241,264
9
1,108
$1,037,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Manning Work History
Asset Advisors
Hull Property Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of James Manning 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 Asset Advisors
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
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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.
