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James Albert McAdams

Mutual OF America Securities LLC

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About James Albert McAdams

James McAdams is a financial professional with over 30 years of experience in the financial services industry. James holds a Series 6, Series 63, and Series 99TO license, and is registered with Mutual of America Securities LLC. James's professional career began at Mutual of America Life Insurance Company in 1990. James is currently employed with Mutual of America Securities LLC in Boca Raton, Florida.

Firm Information

James McAdams is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James McAdams’s Registration & Firm History

FL

12/13/2006 - Present

Mutual OF America Securities LLC (Boca Raton FL)

RI

05/14/1990 - 11/17/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Providence RI)

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Licenses & Designations

BC

Issued 02/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Albert McAdams.
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