James Deich (CRD# 2625584) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Wenatchee, WA | Jan 2020 - Current | 4 |
| Planmember Securities Corporation | Carpinteria, CA | Sep 2016 - Jan 2020 | 3 |
| Financial Alternatives | Wenatchee, WA | Sep 2016 - Jan 2020 | 3 |
| Commonwealth Financial Network | San Diego, CA | Apr 2015 - Aug 2016 | 1 |
| Insurance-non Variable | Wenatchee, WA | Nov 2012 - Mar 2015 | 2 |
| Guggeneim Life Fixed Annuities. | Wenatchee, WA | Oct 2012 - Mar 2015 | 2 |
| Security Benefits Products | Wenatchee, WA | Jul 2012 - Mar 2015 | 2 |
| Freedom Financial Advisors | Wenatchee, WA | Dec 2011 - Mar 2015 | 3 |
| Cashmere Valley Bank | Wenatchee, WA | Nov 2011 - Mar 2015 | 3 |
| Raymond James Financial Services Advisors, Inc. | Wentchee, WA | Jan 2009 - Mar 2015 | 6 |
| Raymond James Financial Services, Inc. | Wenatchee, WA | Jan 2000 - Mar 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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