Unclaimed Profile

James L Cobb

INVESTMENT COUNSELORS OF REDLANDS LLC·REDLANDS, California

Series 65Clean record20 years registeredINVESTMENT COUNSELORS OF REDLANDS LLC

101 E. REDLANDS BLVD., REDLANDS, CA 92373CRD# 4981555Firm CRD# 137470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James L Cobb · REDLANDS, CA

Registration

CRD #4981555 · INVESTMENT COUNSELORS OF REDLANDS LLC · 20 years registered

Brand Profile

Not yet started

Career History

INVESTMENT COUNSELORS OF REDLANDS LLC

Apr 2006 – present

SEIDLER INVESTMENT ADVISORS INCORPORATED

Nov 2005 – Apr 2006

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 7, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT COUNSELORS OF REDLANDS LLC

CRD 137470 · SEC 801-65513

AUM

$59M

Regulatory assets under management

Employees

428 client accounts

Services offered by INVESTMENT COUNSELORS OF REDLANDS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INVESTMENT COUNSELORS OF REDLANDS LLC →

Introduction

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Frequently Asked Questions

What services does James L Cobb offer?

James L Cobb specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDLANDS, California for a consultation.

What are James L Cobb's credentials?

James L Cobb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James L Cobb located?

James L Cobb is based in REDLANDS, California, working with INVESTMENT COUNSELORS OF REDLANDS LLC. Their office serves clients in the REDLANDS metropolitan area and surrounding communities.

How does James L Cobb charge for services?

James L Cobb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT COUNSELORS OF REDLANDS LLC?

INVESTMENT COUNSELORS OF REDLANDS LLC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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