James Belliston

from Andina Family Offices
SEC regulated
Regulated Investment Advisor
James Belliston is a financial advisor based in Utah, Lehi, with 31 years of experience. James currently works for Andina Family Offices. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
James Belliston works at Andina Family Offices
Andina Family Offices is a financial advisory firm based in Lehi, Utah. It currently has approximately $284,933,059 of assets under management and employs about 16 people. Andina Family Offices uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, Utah, 84043

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor