James
Ellis

Affinity Investment Group, LLC

CRD#6247137
Investment Advisor
in Exeter, NH

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About this Advisor

James Ellis is a financial advisor based out of Exeter, New Hampshire, who has 3 years of industry experience. Ellis is an employee of Affinity Investment Group, LLC. The advisor has gained experience at Market Basket, Cantella & Company, University Of New Hampshire, Trilogy Financial, Trilogy Capital and Affinity Investment Group, LLC. Ellis has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Massachusetts and New Hampshire. Affinity Investment Group, LLC is an advisory business operating out of Exeter, NH. The investment advisory business has offices in eight locations and a total of seven financial advisors. It controls $368 million in assets under management among its 1,425 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,425 accounts, 20% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors largely depend on the services provided. Fees billed by Affinity Investment Group, LLC most likely consist of any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

18 Hampton Road Unit 7
Exeter, NH 03833

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Affinity Investment Group, LLC Brokerage Details

Total Assets Under Management

$368,146,666

NH Average: $509,638,208
Total Number of Employees

7

NH Average: 12
Total Number of Accounts

1,425

NH Average: 581
Average Account Size

$258,349

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

James Ellis Work History

James has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Affinity Investment Group, LLC

2017 - 2020 (3 years)

Trilogy Financial

2017 - 2020 (3 years)

Trilogy Capital

2016 - 2017 (1 year)

Cantella & Company

2013 - 2016 (3 years)

Cantella & Company

2012 - 2016 (4 years)

University Of New Hampshire

2009 - 2016 (7 years)

Market Basket

*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 Ellis 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 Affinity Investment Group, LLC

Lucas Gagne
Exeter, NH
Peter Willcox
Exeter, NH
James Ellis
Exeter, NH
Gregory Gagne
Exeter, NH

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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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.

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