James Michael Arnold
CFP®Professional Summary
James Michael Arnold, CFP®, who also goes by Mike Arnold, is a registered financial advisor currently at ARNOLD INSURANCE & FINANCIAL SERVICES, LLC located in Cocoa, Florida. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. James has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Arnold
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
ARNOLD INSURANCE & FINANCIAL SERVICES, LLC | ARNOLD INSURANCE AND FINANCIAL SERVICES, LLC
Contact Information
Main Address
511 Delannoy Ave. Unit 2, Cocoa, FL 32922Phone Number
(321) 636-5858# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
230AUM (Assets Under Management)
$53,231,814Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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KREHBIEL FINANCIAL LLC
State Registrations and Notice Filings
(9/16/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1988About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Michael Arnold's CRS (Customer Relationship Summary).
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