James Pelletier
from Wedmont Private Capital
James Pelletier is a financial advisor based in Pennsylvania, West Chester, with 14 years of experience. James currently works for Wedmont Private Capital. James maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- 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
James Pelletier works at Wedmont Private Capital
Wedmont Private Capital is a financial advisory firm based in West Chester, Pennsylvania. It currently has approximately $1,574,068,071 of assets under management and employs about 6 people. Wedmont Private Capital uses a fee structure of and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
and fixed fees
Office location
26 South Church Street, Suite 1a, West Chester, Pennsylvania, 19382
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