James Eric Quillen
Investment adviser representative at Alden Investment Group
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$385.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Alden Investment GroupApr 2024 to now
- Alden Investment Advisors, LLCApr 2024 to now
- UnemployedDec 2023 to Apr 2024
- Truist Advisory Services, IncMar 2020 to Dec 2023
- Bb&t WealthAug 2015 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, NY, PA).
Alden Investment Group
Legal name: Alden Investment Advisors, LLC
$385.7MAssets managed
1,460Clients
39Advisers
4 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
- 2431286
- Firm CRD
- 317077