James
Mcnaughton

Momentum Independent Network Inc

CRD#4735809
Investment Advisor
in Sioux City, IA

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About this Advisor

James Mcnaughton is a financial advisor based in Sioux City, Iowa, working with Momentum Independent Network Inc. James has previously held a position at Momentum Independent Network Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Florida, Georgia, Iowa, Kansas, Louisiana, Maryland, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, North Carolina, Oklahoma, South Dakota, Texas, and Virginia. Currently, James is part of Momentum Independent Network Inc, which operates out of Sioux City, Iowa. The firm has 93 offices and 139 employees. The firm manages assets totaling $1.1 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

302 Jones St Ste 340
Sioux City, IA 51101

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Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$1,117,141,327

IA Average: $3,042,739,679
Total Number of Employees

139

IA Average: 49
Total Number of Accounts

3,528

IA Average: 2,315
Average Account Size

$316,650

IA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

James Mcnaughton Work History

2009 - Present (15 years)

Momentum Independent Network Inc

Disclosures

Please visit the SEC profile of James Mcnaughton 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 Momentum Independent Network Inc

Stephen Mckimmey
Dallas, TX
Michael Hogan
Hilton Head Island, SC
Robert Berry
Dallas, TX
Michael Kane
Sherman, TX
Emilio Fuentes
Dallas, TX
Troy Smith
Salado, TX
Robert Barton
Coppell, TX
Evelyn Burgett
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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