Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Strauch is a financial advisor with LPL Financial LLC. James has been in the financial services industry for over 11 years. James is licensed to sell securities in 12 states and has held various positions with WADDELL & REED, STRAUCH INVESTMENTS LLC, STRAUCH PROPERTIES, LLC, OVER & STRAUCH INC, and Maia Coffee Roasting LLC. James has specialized in providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans and investment clubs. James offers a range of services, including financial planning, investment management, and consulting. James is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
07/21/2021 - Present
LPL Financial LLC (TIGARD OR)
OR
07/07/2010 - 07/21/2021
WADDELL & REED (TIGARD OR)
BOTH
Issued 09/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Strauch is the right advisor for you? Invested Better is here to help.
