James Liotta
Advisor at Prominence Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prominence Capital
Location
Eagle, ID 83616
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
About
James Liotta is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Prominence Capital in Eagle, Idaho. He has led Prominence Capital since 2012. Prominence Capital provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm employs multiple analytical methods and trading strategies, including options and derivatives, and manages assets directly with a focus on customized investment policy statements and regular account reviews.
Client services
Based on Prominence Capital
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Prominence Capital
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
Financial planning fees between $2,500 and $5,000
1.50% annually
Location
3405 W. Bavaria Street, Suite 105
Eagle, ID 83616
Most active in
James L has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Texas
Work history
Prominence Capital
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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