Ameriprise Financial Services
33yrs
Top advisor by experience in Cocoa
24yrs
James Arnold
Full name on record: James Michael Arnold
Financial advisor at Arnold Insurance & Financial Services
Based in Cocoa, Florida, James Arnold is a fiduciary financial advisor with 24 years of industry experience. James joined Arnold Insurance & Financial Services in 2025, after nine years at Cetera Investment Advisers and a year at Osaic Services. James holds the CFP® designation.
One of 15 advisors with offices in Cocoa, and one of 10 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors in Florida
Office511 Delannoy Ave. Unit 2, Cocoa, FL 32922
How the firm is paid ?Percent of assets
Typical client at the firm ?$231,443
States licensed ?1 state
Services through Arnold Insurance & Financial Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowArnold Insurance & Financial Services, LLCCurrent firm
- 2006 – 2015Cetera Investment Advisers LLCPreviously
- Nov 2005 – Aug 2006Osaic Services, Inc.Previously
- 2003 – 2005Pruco Securities, LLC.Previously
Contact James
(321) 636-5858Arnold Insurance & Financial Services main office 511 Delannoy Ave. Unit 2Cocoa, FL 32922Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Arnold Insurance & Financial Services at (321) 636-5858 and ask for James Arnold. James works from the Cocoa, FL office.
How long has James been a financial advisor?
James has been in the industry since 2003, about 24 years. More experience than 69% of advisors in Florida.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Arnold Insurance & Financial Services reports being paid by a percentage of the assets they manage. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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