James
Couch
Briggs Advisory Group, Inc
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About this Advisor
James Couch is a financial advisor working out of Lincoln, Rhode Island, with a total of 5 years of industry experience. Couch currently works for Briggs Advisory Group, Inc. Over the course of their career, Couch has held roles at James G. Couch, 1St Global Capital Corp, 1St Global Advisors, Inc, 1St Global Insurance Services, Inc and Briggs Advisory Group, Inc. Couch maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Rhode Island. Briggs Advisory Group, Inc is an advisory business that has its headquarters in Lincoln, RI. It has $421 million in assets among its 968 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 968 client accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on which service is provided. However, fee types charged by Briggs Advisory Group, Inc most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Briggs Advisory Group, Inc Brokerage Details
$421,357,710
8
968
$435,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Couch Work History
James has been registered as a financial advisor for 5 years.*
Briggs Advisory Group, Inc
James G. Couch
1St Global Insurance Services, Inc
1St Global Advisors, Inc
1St Global Capital Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Couch 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 Briggs Advisory Group, Inc
Lincoln, RI
Lincoln, RI
Lincoln, RI
Lincoln, RI
Lincoln, RI
Lincoln, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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