James
Spidle
Breckinridge Capital Advisors Inc
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About this Advisor
James Spidle is a financial advisor who works in Boston, Massachusetts, who has 12 years of relevant experience. Spidle is on the advisory team at Breckinridge Capital Advisors Inc. They have spent their complete employment at Breckinridge Capital Advisors Inc. Spidle has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Massachusetts. Breckinridge Capital Advisors Inc is an advisory business based in Boston, MA. The company has a total of 91 people on staff. It administers $42 billion in assets under management across its 16,930 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 726 charities and foundations. Of its 16,930 customer accounts, 38% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on which service is offered. Fees charged by Breckinridge Capital Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Breckinridge Capital Advisors Inc Brokerage Details
$42,249,722,749
91
16,930
$2,495,554
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Spidle Work History
James has been registered as a financial advisor for 12 years.*
Breckinridge Capital Advisors
*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 Spidle 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 Breckinridge Capital Advisors Inc
San Diego, CA
San Diego, CA
Boston, MA
San Diego, CA
San Diego, CA
Boston, MA
Boston, MA
Boston, MA
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