James
Wilson
Northern Capital Management, Inc
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About this Advisor
James Wilson is a certified financial planner who works out of Spokane, Washington who has 12 years of relevant experience. Wilson is on the advisory team at Northern Capital Management, Inc. The advisor has gained experience at Ncm Securities, Inc, Northern Capital Management, Inc and Northern Capital Retirement Services, Inc. Wilson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Florida, Idaho, Louisiana, Montana, Nebraska, Oregon, Texas and Washington. Northern Capital Management, Inc is a financial advisory firm based in Spokane, WA. The firm has a total of 11 financial advisors. It controls $340 million in total assets among its 1,745 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,745 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets available to invest. Northern Capital Management, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Fees charged by financial advisors largely are based on which services are provided. However, fee types billed by Northern Capital Management, Inc can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northern Capital Management, Inc Brokerage Details
$340,167,135
11
1,745
$194,938
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
James Wilson Work History
James has been registered as a financial advisor for 12 years.*
Northern Capital Retirement Services, Inc
Northern Capital Management, Inc
Ncm Securities, 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 James Wilson 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 Northern Capital Management, Inc
Spokane, WA
Spokane, WA
Spokane, WA
Spokane, WA
Spokane, WA
Spokane, WA
Post Falls, ID
Spokane, WA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
