Advisor at Pine Valley Investments
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Firm
Pine Valley Investments
Location
Marlton, NJ 08053
Credentials
Series 66
Industry experience
15 years
James Vogt is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds the Series 66 designation and previously worked at Tower Bridge Advisors, Inc. for seven years. Vogt owns shares of Tower Bridge Advisors but does not devote time or duties to that entity. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor client portfolios and offers access to private funds and subadvisory arrangements.
Based on Pine Valley Investments
Based on Pine Valley Investments
$0 - $2,000,000: 1.80% $2,000,001 - $20,000,000: 1.50% $20,000,001 - $100,000,000: 1.20% $100,000,001+: 1.00%
Certain supervised persons are registered representatives of a broker-dealer and receive commissions for selling brokerage products such as variable annuities, 529 plans, and mutual funds.
Account minimum: $500,000
10 E. Stow Rd., Suite 200
Marlton, NJ 08053
New Jersey
Pine Valley Investments
2023 - Present (3 years)
Tower Bridge Advisors, Inc.
2016 - 2023 (7 years)
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