James Aid
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James Aid Email & Phone Number

Managing Director - Financial Advisor,Institutional Consulting Group at RBC Wealth Management at RBC Wealth Management
Location: Nashville, Tennessee, United States 4 work roles 1 school
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Current company
Role
Managing Director - Financial Advisor,Institutional Consulting Group at RBC Wealth Management
Location
Nashville, Tennessee, United States
Company size

Who is James Aid? Overview

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James Aid is listed as Managing Director - Financial Advisor,Institutional Consulting Group at RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for James Aid.

James Aid previously worked as Managing Director - Financial Advisor at Rbc Wealth Management and Managing Director - Investment Officer at Wells Fargo Advisors. James Aid holds Bachelor Of Business Administration - Bba, Marketing from Middle Tennessee State University (Mtsu).

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RBC Wealth Management

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Profile bio

About James Aid

My focus is to work with individuals and institutional clients building a strategic framework that helps them make sound financial decisions. I am well-versed in the dynamics of financial behavior as it relates to organizations and individuals, and helping to clarify their financial objectives.I am a member of RBC Wealth Management's Institutional Consulting Group and serve as a member on their Retirement Advisory Group. I have also been accepted as a member of the Retirement Advisors Council, which was formed in 2009 and is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.I joined RBC Wealth management in 2018 helping to launch their new office in Nashville, TN. I received my Bachelors of Business Administration degree from Middle Tennessee State University and the Accredited Investment Fiduciary (AIF®) certification from Fi360. Opinions and comments expressed by Linkedin members are those of the person submitting them and do not necessarily represent the views of the creator of this profile nor their firm.This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, KS, KY, MN, MO, MS, NC, OH, PA, SC,TN, TX.CONTACT INFORMATION:818 18th Ave. South, Suite 100, Nashville, TN 37203615-985-9512james.aid@rbc.comwww.aidwealthsolutionsgroup.com

Current workplace

James Aid's current company

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RBC Wealth Management
Rbc Wealth Management
Managing Director - Financial Advisor,Institutional Consulting Group at RBC Wealth Management
toronto, ontario, canada
Employees
6359
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4 roles

James Aid work experience

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Managing Director - Financial Advisor

Current

Nashville, Tennessee

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment.

Jun 2018 - Present

Managing Director - Investment Officer

Brentwood, TN

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member FINRA/SIPC

Mar 2016 - Jun 2018

Senior Vice President - Investment Officer

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member FINRA/SIPC

Oct 2008 - Mar 2016

Associate

Greater Nashville Area, TN

Jul 2001 - Oct 2008
Team & coworkers

Colleagues at RBC Wealth Management

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1 education record

James Aid education

FAQ

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What company does James Aid work for?

James Aid works for RBC Wealth Management.

What is James Aid's role at RBC Wealth Management?

James Aid is listed as Managing Director - Financial Advisor,Institutional Consulting Group at RBC Wealth Management at RBC Wealth Management.

Where is James Aid based?

James Aid is based in Nashville, Tennessee, United States while working with RBC Wealth Management.

What companies has James Aid worked for?

James Aid has worked for Rbc Wealth Management, Wells Fargo Advisors, and Mercer.

Who are James Aid's colleagues at RBC Wealth Management?

James Aid's colleagues at RBC Wealth Management include Anthoula Dzoutzidis, Polly D., Web Hayward, Tom Olson, and Zachary Wilkinson.

How can I contact James Aid?

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What schools did James Aid attend?

James Aid holds Bachelor Of Business Administration - Bba, Marketing from Middle Tennessee State University (Mtsu).

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