Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Concannon is a registered Investment Advisor Representative with Goelzer Investment Management. James Andrew Concannon has been in the industry since 1987 and has been with Goelzer Investment Management since 2005. James Andrew Concannon is also a Certified Financial Planner and a Chartered Financial Analyst. James Andrew Concannon's other business activities include Director of Jameson Camp, a non-profit corporation. Goelzer Investment Management is a Registered Investment Advisor that provides portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.
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.
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.
Portfolio monitoring/consulting
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.
A percentage of the total value of assets under management is charged.
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2
IN
04/20/2005 - Present
Goelzer Investment Management (CARMEL IN)
IN
04/20/2005 - 05/08/2015
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
IL
01/11/2001 - 04/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
02/13/1989 - 11/16/1989
RAFFENSPERGER, HUGHES & CO., INC.
NA
08/20/1987 - 02/13/1989
K. J. BROWN & CO., INC.
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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