James Phelps is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2023-07-05 | present | Yes |
| MORAN WEALTH MANAGEMENT, LLC | 2023-05-22 | 2023-06-09 | — |