Jim Reeley

Corporate Officer/Principal presso CTA Wealth Advisors, Inc.

Finance

Consumer Services

Profilo

Mr. James M.
Reeley is a Staff Paraplanner at CTA Wealth Advisors, Inc. He joined the firm in 2004 and is responsible for data gathering and financial plan detail reporting for new and existing clients.
He also provides back office support in paperwork preparation, procedure documentation, desktop support and the CTA Disaster Preparedness program.
He holds a degree in Finance from the Mihaylo College of Business and Economics.

Posizioni attive di Jim Reeley

Società	Posizione	Inizio
CTA Wealth Advisors, Inc. CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.	Corporate Officer/Principal	-

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Formazione di Jim Reeley

The California State University

Undergraduate Degree

Esperienze
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Inattive

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Aziende private

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Aziende private	1
CTA Wealth Advisors, Inc. CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.	Finance