linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Anthony McCollom

Core Advisory Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Anthony McCollom

James Anthony McCollom is a financial professional with over 20 years of experience in the industry. James Anthony McCollom is currently registered with Core Advisory Group as a Registered Representative. James Anthony McCollom has a strong track record of providing financial advice to individuals, families, and businesses. James Anthony McCollom holds both Series 6 and Series 65 licenses, as well as the SIE. James Anthony McCollom has a deep understanding of the financial markets and a commitment to providing clients with personalized service. James Anthony McCollom specializes in financial planning, retirement planning, and investment management.

Firm Information

James McCollom is currently registered with Core Advisory Group. Core Advisory Group is a registered investment advisor headquartered in Rock Hill, SC. With approximately $238 million in regulatory assets under management, the firm serves individuals, high net worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning and portfolio management services and participate in wrap fee programs.
Core Advisory Group

744 ARDEN LANE

ROCK HILL, SC 29732

$238.22M

Assets Under Management

23

Total Clients

10

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James McCollom’s Registration & Firm History

NC

07/28/2021 - Present

Core Advisory Group (Charlotte NC)

NC

03/08/2001 - 07/06/2010

EQUITY SERVICES, INC. (CHARLOTTE NC)

MN

04/09/1998 - 03/08/2001

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

Not sure if James Anthony McCollom is right for you?

Licenses & Designations

IA

Issued 07/06/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1998

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 Anthony McCollom.
Not sure if James Anthony McCollom is right for you?