James Rose

from Vector Wealth Management
SEC regulated
Regulated Investment Advisor
James Rose is a financial advisor based in Minnesota, Minneapolis, with 30 years of experience. James currently works for Vector Wealth Management. 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
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James Rose works at Vector Wealth Management
Vector Wealth Management is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $1,234,036,840 of assets under management and employs about 22 people. Vector Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
43 Main Street Se, Suite 236, Minneapolis, Minnesota, 55414

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