James Halvosa's Location
Gainesville, FL, US
James Halvosa's Work
- CCO @ TradePMR
- CCO @ Ashton Thomas Private Wealth
- SVP-Chief Compliance Officer @ Summit Advisor Solutions
- Managing Director of Compliance and RIA @ Lincoln Investment
- Executive Vice President and Chief Compliance Officer @ The Legend Group
- Chief Compliance Officer @ Legend Advisory
- VP @ Advisory Services Corporation
- Executive Vice President @ Legend Equities Corporaton
James Halvosa's Education
- Florida International University
Bachelor's degree (Finance)
- University of Florida
James Halvosa's Skills
- Securities
- FINRA
- Series 7
- Investments
- Investment Advisory
- Mutual Funds
- Financial Services
- Roth IRA
- Alternative Investments
- Asset Management
James Halvosa's Summary
James Halvosa, based in Gainesville, FL, US, is currently a CCO at Trade PMR, bringing experience from previous roles at Ashton Thomas Private Wealth, Summit Advisor Solutions, Lincoln Investment Planning and The Legend Group. James Halvosa holds a Bachelor's degree in Finance @ Florida International University. With a robust skill set that includes Securities, FINRA, Series 7, Investments, Investment Advisory and more, James Halvosa contributes valuable insights to the industry. James Halvosa has 3 emails on RocketReach.
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