James
Baldwin
Summit Financial Working With People You Trust
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About this Advisor
James Baldwin is a financial advisor operating in Sterling Heights, Michigan with 2 years of industry experience. Baldwin currently works for Summit Financial Working With People You Trust. Baldwin has gained experience at Trivelloni Asset Management, Fiat-Chrysler Automotive, Dte Energy, Full Timestudent, Summit Financial Consulting LLC, Summit Health Services, LLC and Gradient Securities, LLC. Baldwin holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Summit Financial Working With People You Trust is a financial advisory business that has its headquarters in Sterling Heights, MI. It oversees $95 million in assets among its 878 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 878 accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. The company has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Summit Financial Working With People You Trust most likely are comprised of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Working With People You Trust Brokerage Details
$94,695,777
5
878
$107,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Baldwin Work History
James has been registered as a financial advisor for 2 years.*
Gradient Securities, LLC
Summit Financial Consulting LLC
Summit Health Services, LLC
Trivelloni Asset Management
Fiat-Chrysler Automotive
Dte Energy
Dte Energy
Full Timestudent
*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 Baldwin 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 Summit Financial Working With People You Trust
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
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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