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James Richard Sotell

Managing Director, President, Chief Compliance Officer & TreasurerComperio Retirement Consulting, Inc.CRD 1983050

About James Richard Sotell

James Richard Sotell is listed as Managing Director, President, Chief Compliance Officer & Treasurer at Comperio Retirement Consulting, Inc. in Cary, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Comperio Retirement Consulting, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Richard Sotell work?

James Richard Sotell is listed as Managing Director, President, Chief Compliance Officer & Treasurer at Comperio Retirement Consulting, Inc. on SEC Form ADV.

How much of Comperio Retirement Consulting, Inc. does James Richard Sotell own?

Form ADV reports a beneficial ownership band of Over 75%.

Comperio Retirement Consulting, Inc.

TitleManaging Director, President, Chief Compliance Officer & Treasurer
OwnershipOver 75%
Control personYes
Since2006
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