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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 Anton Moore is an investment advisor representative with WJL Financial Advisors. James has been in the industry since 2011 and is registered in Connecticut, Maryland, New Jersey, and New York. James specializes in financial planning and tax preparation. James has a Series 65 license and is also a Certified Financial Planner. James works out of the Greenwich, Connecticut office of WJL Financial 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.
Tax preparation
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.
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CT
04/26/2023 - Present
WJL Financial Advisors (Greenwich CT)
IA
Issued 09/07/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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