Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sexton is a financial advisor with Oakmont Wealth Advisory, LLC, located in Reston, Virginia. James is a Certified Financial Planner with over 10 years of experience in the industry. James specializes in retirement planning, investment management, and college savings. James is also a Registered Representative.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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VA
01/03/2019 - Present
Oakmont Wealth Advisory, LLC (RESTON VA)
VA
03/16/2017 - 12/31/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (Herndon VA)
NC
09/16/2013 - 02/01/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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