AdvisorOS Directory
Claim Profile
Unclaimed Profile
JE

James Brian Exline

WABASH CAPITAL, INC.·TERRE HAUTE, Indiana
Clean recordWABASH CAPITAL, INC.
2901 OHIO BLVD, TERRE HAUTE, IN 47803CRD# 1003931Firm CRD# 107932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Brian Exline · TERRE HAUTE, IN
Registration
CRD #1003931 · WABASH CAPITAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Brian Exline is a registered financial advisor based in TERRE HAUTE, Indiana, affiliated with WABASH CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WABASH CAPITAL, INC.
WABASH CAPITAL, INC.
AUM
$147M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WABASH CAPITAL, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1003931
Firm CRD# 107932
View on FINRA BrokerCheck →

Looking for a financial advisor in TERRE HAUTE?

Browse all registered financial advisors in TERRE HAUTE, Indiana or claim this profile if it's yours.

Browse TERRE HAUTE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Brian Exline offer?
James Brian Exline specializes in Investment Management, Wealth Management. Contact their office in TERRE HAUTE, Indiana for a consultation.
What are James Brian Exline's credentials?
James Brian Exline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Brian Exline located?
James Brian Exline is based in TERRE HAUTE, Indiana, working with WABASH CAPITAL, INC.. Their office serves clients in the TERRE HAUTE metropolitan area and surrounding communities.
How does James Brian Exline charge for services?
James Brian Exline's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WABASH CAPITAL, INC.?
WABASH CAPITAL, INC. has approximately 4 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WABASH CAPITAL, INC.

Donald Bruce Edwards
TERRE HAUTE, IN
Christopher Doll
TERRE HAUTE, IN

More Advisors in TERRE HAUTE, Indiana

John William Cristee
SPYGLASS INVESTMENT MANAGEMENT CORPORATION·TERRE HAUTE, IN
Jon E Beardsley
SPYGLASS INVESTMENT MANAGEMENT CORPORATION·TERRE HAUTE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile