James Christopher Mills
Gestor de Cartera-Acciones en Sara-Bay Financial Corp. .
Perfil
Mr. James C.
Mills is an Advisor at Sara-Bay Financial Corp.
Mr. Mills began working in the financial industry trading equities and mutual funds for Fidelity Investments.
Since that time, he held a variety of roles with Fidelity, most recently working with private clients providing investment consulting and building retirement plans.
He graduated from Coastal Carolina University in 2009 with a degree in Business Marketing and is a CERTIFIED FINANCIAL PLANNER professional.
Cargos activos de James Christopher Mills
| Empresas | Cargo | Inicio |
|---|---|---|
Sara-Bay Financial Corp.
 Sara-Bay Financial Corp. Investment ManagersFinance Sara-Bay Financial Corp. (Sara-Bay) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sarasota, Florida. The firm was founded by Mike Hard in 1993. Sara-Bay provides investment management services to mostly individual clients. | Gestor de Cartera-Acciones | 01/03/2019 |
Antiguos cargos conocidos de James Christopher Mills.
| Empresas | Cargo | Fin |
|---|---|---|
Fidelity Brokerage Services LLC
 Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Corporate Officer/Principal | 01/01/2019 |
Formación de James Christopher Mills.
| Coastal Carolina University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Technology Services |
Sara-Bay Financial Corp.
Sara-Bay Financial Corp. Investment ManagersFinance Sara-Bay Financial Corp. (Sara-Bay) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sarasota, Florida. The firm was founded by Mike Hard in 1993. Sara-Bay provides investment management services to mostly individual clients. | Finance |
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