professional profile
James Campbell Balk
Overview
James Campbell Balk is a registered representative and an investment adviser representative based in San Clemente, CA, with 4 years in the industry.
- Years in the industry
- 4
- States registered
- 6
- Exams passed
- 3
- Current firms
- 2
Contact
3 phone numbers on file
Registrations and licenses
- Registered in 6 states
Every state, with registration and license dates
Firms
- American Trust Investment Services, Inc.Current firm
- American Trust Investment Services Advisory, Inc.Current firm
Employment history since 2023
Book and practice
Firm assets under management on file
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