Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Atkinson is an investment advisor representative with Mariner Wealth. James has been in the financial industry for over 10 years and has a wide range of experience in financial planning, portfolio management and family office services. James is committed to providing personalized financial advice and helping clients reach their financial goals. James is registered with the state of California as an investment advisor 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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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CA
12/12/2022 - Present
Mariner Wealth (Los Angeles CA)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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