Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tilton is a Registered Investment Advisor, licensed in Arizona and Washington. James has been in the industry since 2005. James has a Series 7 and Series 66 license. James is currently employed by Northwest Asset Management, a firm located in Mercer Island, WA. Northwest Asset Management offers financial planning, educational seminars, pension consulting and portfolio management. James is also a tax professional with Tilton & Co. CPA PLLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
10/17/2017 - Present
Northwest Asset Management (TEMPE AZ)
AZ
06/02/2008 - 12/02/2009
H.D. VEST INVESTMENT SERVICES (TEMPE AZ)
AZ
11/29/2005 - 06/18/2008
1ST GLOBAL CAPITAL CORP. (TEMPE AZ)
BOTH
Issued 12/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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