- -Comprehensive Financial Planning
- -Retirement Planning
Funds Used With Clients
Firm Client types
|Private Client Services||1 year||Oct 2018 - Present|
|Elios Financial Group, Inc.||12 years, 9 months||Jan 2007 - Present|
|Lpl Financial, LLC||19 years, 11 months||Nov 1998 - Oct 2018|
Designations & Memberships
Financial Services InstituteMembershipFounded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
Society of Financial Service ProfessionalsMembershipFor more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Life UnderwriterDesignationA prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by James Elios
AnswersAsk a financial questionAsk a question
|I am a young Federal employee that puts 5% of salary into TSP. I am also in graduate school and am paying out of pocket. Would it make more sense to allocate more $ to the TSP and take out a student loan for the grad school?
Yes. Think long -term. First make sure your graduate degree is viewed as a "good investment" - one that will increase your lifelong earnings. Also, a student loan is often deferred or at a low interest rate. The fact that you are young makes the decision to contribute and earn a long term return tha...  (more)
Answered Apr 2013
Licenses & Conducts
Private Client Services, LLC
$257.3MTotal Assets Under Management
N/ATotal Assets Under Advisement
$234.5KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees