James Terrells
from Lodestone Wealth Management LLC
James Terrells is a financial advisor based in Washington, Spokane, with 19 years of experience. James currently works for Lodestone Wealth Management LLC. 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.
- 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 Terrells works at Lodestone Wealth Management LLC
Lodestone Wealth Management LLC is a financial advisory firm based in Spokane, Washington. It currently has approximately $221,562,996 of assets under management and employs about 4 people. Lodestone Wealth Management LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
9 S Washington St, Ste 211, Spokane, Washington, 99201
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