James
Sotell
Comperio Retirement Consulting, Inc
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About this Advisor
James Sotell is a financial advisor based in Cary, North Carolina, working with Comperio Retirement Consulting, Inc. James has previously held positions at Chapel Hill Investment Advisors and Comperio Retirement Consulting, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, James is part of Comperio Retirement Consulting, Inc, which operates out of Cary, North Carolina. The firm has 1 office and 5 employees. The firm manages assets totaling $1.9 billion. The services offered by the firm include financial planning services, pension consulting services, and selection of other advisers. The fee structure at Comperio Retirement Consulting, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Comperio Retirement Consulting, Inc Brokerage Details
$1,900,000,000
5
38
$50,000,000
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Selection of other advisers
James Sotell Work History
Comperio Retirement Consulting, Inc
Chapel Hill Investment Advisors
Disclosures
Please visit the SEC profile of James Sotell 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 Comperio Retirement Consulting, Inc
Mcmurray, PA
Cary, NC
Cary, NC
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