James
Tschantz
Signature Equity Partners, LLC
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About this Advisor
James Tschantz is a financial advisor based in Massillon, Ohio, working with Signature Equity Partners, LLC. James has previously held positions at Lpl Financial, Osaic Wealth, Inc, and Signature Equity Partners. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, James is part of Signature Equity Partners, LLC, which operates out of Massillon, Ohio. The firm has 5 offices and 24 employees. The firm manages assets totaling $100.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Signature Equity Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Signature Equity Partners, LLC Brokerage Details
$100,022,813
24
759
$131,782
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Tschantz Work History
Osaic Wealth, Inc
Signature Equity Partners
Lpl Financial
Disclosures
Please visit the SEC profile of James Tschantz 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 Signature Equity Partners, LLC
Sylvania, OH
Traverse City, MI
Westerville, OH
Massillon, OH
Mount Vernon, OH
Westerville, OH
Traverse City, MI
Mount Vernon, OH
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