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RB

Richard C. Bliggenstorfer

JAMES CAPITAL MANAGEMENT LLC
Wenatchee, WA
Some features on this profile are disabled
CRD#: 2151299
RB

Professional summary


Richard Carl Bliggenstorfer, who also goes by Rich Bliggenstorfer, is a registered financial advisor currently at JAMES CAPITAL MANAGEMENT LLC located in Wenatchee, Washington.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Richard has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rich Bliggenstorfer

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Carl Bliggenstorfer's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 25, 2013 - Present

JAMES CAPITAL MANAGEMENT LLC

RIA
CRD#: 159484
Wenatchee, WA
Past

August 6, 2008 - December 31, 2011

BOLTON SECURITIES CORPORATION

RIA
CRD#: 129376
WENATCHEE, WA
Past

October 23, 2006 - December 31, 2011

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
WENATCHEE, WA
Past

May 11, 2000 - October 27, 2006

EDWARD JONES

BD
CRD#: 250
WENATCHEE, WA
Past

July 28, 1994 - May 11, 2000

D.A. DAVIDSON & CO.

BD
CRD#: 199
GREAT FALLS, MT
Past

July 16, 1993 - August 3, 1994

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

May 25, 1993 - July 26, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

July 8, 1991 - December 6, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

July 8, 1991 - December 6, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(11/25/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/13/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JC
JAMES CAPITAL MANAGEMENT LLC
JAMES CAPITAL | JCM | JAMES CAPITAL MANAGEMENT LLC

CRD#: 159484 / SEC#:

New York
Registered Investment Advisory firm - (5/24/2013 Approved)
Washington
Registered Investment Advisory firm - (11/25/2013 Approved)
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Contact information


Main Address
Wenatchee, WA
Mailing Address
1250 N Wenatchee Ave H 111, Wenatchee, WA 98801
Phone number
+1 (877) 664-3701
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 4,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JAMES CAPITAL MANAGEMENT LLC

CRD#: 159484Wenatchee, WA

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