James
Waller
Choreo, LLC
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About this Advisor
James Waller is a financial advisor based in Rockford, Illinois, working with Choreo, LLC. James has previously held positions at Bdo Wealth Advisors, LLC, Choreo, LLC, Bdo Usa, P.A, Biegel & Waller Llp, and Biegel & Waller LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, James is part of Choreo, LLC, which operates out of Rockford, Illinois. The firm has 33 offices and 225 employees. The firm manages assets totaling $16.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Choreo, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$16,030,866,060
225
24,966
$642,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
James Waller Work History
Choreo, LLC
Bdo Wealth Advisors, LLC
Bdo Usa, P.A
Biegel & Waller LLC
Biegel & Waller Llp
Disclosures
Please visit the SEC profile of James Waller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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