James
Waugh
Vima, LLC
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About this Advisor
James Waugh is a financial advisor based in Troy, Michigan, working with Vima, LLC. James has previously held positions at Global Financial Private Capital, LLC, Estate Planning & Preservation, United Insurance Group Agency, Lpl Financial LLC, Citizens Securities, Inc, Vima, LLC, and Old National Bank. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan and Ohio. Currently, James is part of Vima, LLC, which operates out of Troy, Michigan. The firm has 13 employees and manages assets totaling $113.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Vima, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vima, LLC Brokerage Details
$113,291,942
13
452
$250,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Waugh Work History
Vima, LLC
Citizens Securities, Inc
United Insurance Group Agency
Lpl Financial LLC
Old National Bank
Global Financial Private Capital, LLC
Estate Planning & Preservation
Disclosures
Please visit the SEC profile of James Waugh 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 Vima, LLC
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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