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James Harris Rooney

AVENIR CORPORATION·ALEXANDRIA, Virginia
Series 7, Series 63, Series 65Clean record21 years registeredAVENIR CORPORATION
277 SOUTH WASHINGTON STREET, ALEXANDRIA, VA 22314CRD# 1684321Firm CRD# 110545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Harris Rooney · ALEXANDRIA, VA
Registration
CRD #1684321 · AVENIR CORPORATION · 21 years registered
Brand Profile
Not yet started
01

Career History

AVENIR CORPORATION
Jun 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 9, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVENIR CORPORATION
CRD 110545 · SEC 801-32509
AUM
$1.0B
Regulatory assets under management
Employees
6
487 client accounts
Services offered by AVENIR CORPORATION
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at AVENIR CORPORATION →
Introduction

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Frequently Asked Questions

What services does James Harris Rooney offer?
James Harris Rooney specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are James Harris Rooney's credentials?
James Harris Rooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Harris Rooney located?
James Harris Rooney is based in ALEXANDRIA, Virginia, working with AVENIR CORPORATION. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does James Harris Rooney charge for services?
James Harris Rooney'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 AVENIR CORPORATION?
AVENIR CORPORATION has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVENIR CORPORATION

Kenneth Suggett George
ALEXANDRIA, VA
Peter Creighton Keefe
ALEXANDRIA, VA

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