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James Douglas Silotto

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,395 clients
Average Client Portfolio
$226K average
Assets Under Management
$315.0M

Fee Structure

Minimum Investment:$50K
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Location

419 St. Louis Street, Edwardsville, IL, 62025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is the President and Owner of Illinois Benefit Advisory Co. since 1999, offering long-term care, Medicare supplements, life insurance, and tax-deferred annuities, taking about half of his time.

Employment History
Current Registrations
Slagle Financial, LLC.
February 2021 - Present · 5 yrs
Previous Registrations
Nepsis, INC.
December 2015 - April 2019 · 3 yrs 4 mos
Nepsis Advisor Services, INC.
February 2014 - December 2015 · 1 yr 10 mos
Redhawk Wealth Advisors, INC.
August 2010 - July 2016 · 5 yrs 11 mos
Horter Investment Management, LLC
May 2008 - August 2010 · 2 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
James Douglas Silotto - Financial Advisor | TrueAdvisor