James Richard Sotell
Investment adviser representative at Comperio Retirement Consulting, Inc.
20 yearsExperience
1 stateRegistered in
$2BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
20 years in the industry.
- Comperio Retirement Consulting, Inc.May 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Comperio Retirement Consulting, Inc.
$2BAssets managed
27Clients
2Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1983050
- Firm CRD
- 140786