James Sumner

from Ashton Thomas Private Wealth
SEC regulated
Regulated Investment Advisor
James Sumner is a financial advisor based in Arizona, Scottsdale, with 17 years of experience. James currently works for Ashton Thomas Private Wealth. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State 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 Sumner works at Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $1,998,099,143 of assets under management and employs about 48 people. Ashton Thomas Private Wealth uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
15279 N Scottsdale Road, Suite B2-215, Scottsdale, Arizona, 85254

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