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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Powers is a financial advisor with Cambridge Investment Research Advisors, Inc. in Overland Park, Kansas. He has been working in the financial services industry since 1987 and is a Certified Financial Planner. James Powers has a wide range of experience and holds licenses in multiple states including Kansas, Minnesota, and Texas. He previously worked with Geneos Wealth Management, Inc. and Lincoln Financial Advisors Corporation. James is committed to helping his clients reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
11/06/2020 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
08/03/2012 - 11/10/2020
GENEOS WEALTH MANAGEMENT, INC. (OVERLAND PARK KS)
KS
08/03/2005 - 08/13/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)
IN
08/03/2005 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
11/08/2000 - 05/03/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
07/28/1999 - 11/08/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/29/1987 - 07/26/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/29/1987 - 07/26/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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