James
Orth
American Funds Distributors, Inc
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About this Advisor
James Orth is a certified financial planner who works out of San Antonio, Texas with a total of 1 year of industry experience. Orth is an advisor for American Funds Distributors, Inc. Their career trajectory has included roles at Randolph Brooks Federal Credit Union, Johnny Carino'S Italian Grill, Ameriprise Financial Services, Inc, Axa Equitable Life Insurance Co. / Axa Advisors, LLC, Capital Strategies / Mass Mutual, Skillrud & Associates / Ameriprise Financial Services, Inc, The University Of Texas At San Antonio, The College For Financial Planning - Kaplan, Ameriprise Financial Services, Inc / Kuttin Wealth Management and Capital Group / American Funds Distributors, Inc. Orth maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. American Funds Distributors, Inc is a financial advisory firm operating out of Los Angeles, CA. The investment advisory business has offices in eight locations and a total of 865 people on staff. The business provides other services. Financial management fees typically depend on which services are offered. Fees charged by American Funds Distributors, Inc typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Funds Distributors, Inc Brokerage Details
865
Investment Advisory Services
- Other
James Orth Work History
James has been registered as a financial advisor for 1 years.*
Capital Group / American Funds Distributors, Inc
Ameriprise Financial Services, Inc / Kuttin Wealth Management
Capital Strategies / Mass Mutual
Skillrud & Associates / Ameriprise Financial Services, Inc
Axa Equitable Life Insurance Co. / Axa Advisors, LLC
Ameriprise Financial Services, Inc
The College For Financial Planning - Kaplan
Randolph Brooks Federal Credit Union
Johnny Carino'S Italian Grill
The University Of Texas At San Antonio
*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 Orth 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 American Funds Distributors, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Carmel, IN
Los Angeles, CA
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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