James
Means
Wilmington Capital Securities, LLC
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About this Advisor
James Means is a financial advisor based in Garden City, New York, working with Wilmington Capital Securities, LLC. James has previously held positions at RBC Capital Markets, LLC and Wilmington Capital Securities, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, James is part of Wilmington Capital Securities, LLC, which operates out of Garden City, New York. The firm has 3 offices and 6 employees. The firm manages assets totaling $243.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wilmington Capital Securities, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Wilmington Capital Securities, LLC Brokerage Details
$243,013,873
6
259
$938,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Means Work History
Wilmington Capital Securities, LLC
Rbc Capital Markets, LLC
Disclosures
Please visit the SEC profile of James Means 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 Wilmington Capital Securities, LLC
East Hampton, NY
New York, NY
Garden City, NY
Garden City, NY
Naples, FL
Garden City, NY
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