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James Wesley Poling

Advisory Alpha, LLC

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About James Wesley Poling

James Poling is an investment advisor representative at Advisory Alpha, LLC. James has been in the industry since 2010 and has a Series 65 license. James has experience with various investment products and services, including financial planning, portfolio management for individuals and businesses, and pension consulting. James specializes in providing investment advice to high-net-worth individuals, other investment advisors, pension and profit-sharing plans, and individuals other than high-net-worth. Advisory Alpha, LLC is a registered investment advisor headquartered in Holland, MI. The firm has a team of experienced professionals who provide investment advisory services to a variety of clients.

Firm Information

James Poling is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Poling’s Registration & Firm History

OH

09/15/2020 - Present

Advisory Alpha, LLC (Perrysburg OH)

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Licenses & Designations

IA

Issued 08/31/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Wesley Poling.
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