professional profile
James Robert Almquist, CFP
Overview
James Robert Almquist is an insurance agent and an investment adviser representative based in Braintree, MA, with 10 years in the industry.
- Years in the industry
- 10
- States licensed
- 2
- States registered
- 2
- Exams passed
- 1
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 2 states
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Apollon Wealth Management, LLCCurrent firm
Employment history since 2017
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
request a demo
See what we have on James
We'll walk you through the full profile and how to find more people like James.