Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Calhoun is a financial advisor with Accuvest Global Advisors, Inc. He has been with the firm since July 2013 and is registered with the state of California and Utah. James Calhoun specializes in providing investment advice to high-net-worth individuals, corporations, and other investment advisors. He holds a Series 65 license and the Chartered Financial Analyst designation. James Calhoun also manages rental properties as a Member of CCC Series LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Research & consulting for other advisers
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
12/16/2021 - Present
Accuvest Global Advisors, Inc. (PROVO UT)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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