Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lapera is a financial advisor with Forum Financial Management, LP. James is also registered as an investment advisor representative in the state of Illinois. James has been in the financial industry since October 12, 2001, and has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. James is also a managing member of Forum Tax & Accounting LLC, an insurance agent, and a real estate owner.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/25/2012 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
01/16/2002 - 03/01/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (SKOKIE IL)
IL
12/02/2002 - 01/05/2005
GENEVA STOCK, L.L.C. (GURNEE IL)
IL
12/02/2002 - 01/05/2005
GENEVA TRADING LLC (CHICAGO IL)
NA
02/20/1990 - 05/21/1990
THOMAS JAMES ASSOCIATES, INC.
NA
02/16/1990 - 03/06/1990
THE STUART-JAMES COMPANY, INCORPORATED
BOTH
Issued 02/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Lapera is the right advisor for you? Invested Better is here to help.
