Ian
James
Global Assets Advisory, LLC
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About this Advisor
Ian James is a financial advisor working out of Bridge City, Texas who has 3 years of industry experience. James currently works for Global Assets Advisory, LLC. Their career trajectory has included roles at Summit Financial Group Inc, Investacorp Inc, Investacorp Advisory Services, Capital Financial Group, Global Assets Advisory, LLC, Global Planning Stewards, LLC and International Assets Advisory, LLC. James has a Series 63 license, designating them as a securities agent, and is approved to serve investors in Louisiana and Texas. Global Assets Advisory, LLC is a financial advisory firm headquartered in Orlando, FL. The firm has offices in 13 locations and a total of 20 advisors. It controls $252 million in assets under management across its 1,377 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,377 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. Global Assets Advisory, LLC has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees billed by Global Assets Advisory, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Assets Advisory, LLC Brokerage Details
$252,058,519
20
1,377
$183,049
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ian James Work History
Ian has been registered as a financial advisor for 3 years.*
Global Assets Advisory, LLC
International Assets Advisory, LLC
Capital Financial Group
Global Planning Stewards, LLC
Investacorp Inc
Investacorp Advisory Services
Summit Financial Group Inc
*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 Ian James 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 Global Assets Advisory, LLC
Orlando, FL
Merrillville, IN
Orlando, FL
Baton Rouge, LA
Bridge City, TX
Kamas, UT
Merrillville, IN
Kamas, UT
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