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James Leroy Black

THE RETIREMENT SOLUTION LLC·REDMOND, Ohio
Unclaimed Profile
18300 REDMOND WAY, REDMOND, OH 98052CRD# 2156347Firm CRD# 148106
01

About

James Leroy Black is a registered financial advisor based in REDMOND, Ohio, affiliated with THE RETIREMENT SOLUTION LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE RETIREMENT SOLUTION LLC
THE RETIREMENT SOLUTION LLC
AUM
$475M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at THE RETIREMENT SOLUTION LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2156347
Firm CRD# 148106
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Leroy Black offer?
James Leroy Black specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Ohio for a consultation.
What are James Leroy Black's credentials?
James Leroy Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Leroy Black located?
James Leroy Black is based in REDMOND, Ohio, working with THE RETIREMENT SOLUTION LLC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does James Leroy Black charge for services?
James Leroy Black's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RETIREMENT SOLUTION LLC?
THE RETIREMENT SOLUTION LLC has approximately 31 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REDMOND
Thomas Alan Black — THE RETIREMENT SOLUTION LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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