James
Rushton
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
James Rushton is a financial advisor based in Hanover, New Hampshire, working with Tiaa-Cref Individual & Institutional Services, LLC. James has previously held positions at Fidelity Brokerage Services, Inc, Tiaa-Cref Individual & Institutional Services, LLC, and Tiaa. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire and Vermont. Currently, James is part of Tiaa-Cref Individual & Institutional Services, LLC, which operates out of Hanover, New Hampshire. The firm has 137 offices and 1,519 employees. The firm manages assets totaling $32.7 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, and selection of other advisers. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$32,676,871,332
1,519
73,602
$443,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Rushton Work History
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Fidelity Brokerage Services, Inc
Disclosures
Please visit the SEC profile of James Rushton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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