Citigroup Global Markets Inc
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About this Advisor
James Trousdale is a chartered financial analyst operating out of Dallas, Texas, who has 15 years of financial industry experience. Trousdale is an employee of Citigroup Global Markets Inc. Over the course of their career, they have held roles at Jpmorgan Chase Bank, J.P. Morgan Securities Inc and Citigroup Global Markets Inc. Trousdale holds a Series 63 license, qualifying them as a securities broker, and can advise clients in Texas. Citigroup Global Markets Inc is a financial advisory business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 631 locations and a total of 8,126 employees. It oversees $31 billion in assets under management among its 43,518 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 136 charitable organizations. Of its 43,518 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. Citigroup Global Markets Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Citigroup Global Markets Inc likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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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
- Publication of periodicals or newsletters
- Security ratings or pricing services
James Trousdale Work History
James has 15 years of experience.
Citigroup Global Markets Inc
Jpmorgan Chase Bank
J.P. Morgan Securities Inc
James Trousdale has no disclosures.
Please visit their SEC profile for more details.