Invested Better
Unclaimed

Unclaimed

Unclaimed

James Borchard Metzger

Farnsley Advisors

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 Borchard Metzger

James Borchard Metzger is a Registered Investment Advisor and is currently registered with Farnsley Advisors. James has a Series 65 license. James Metzger has been in the financial industry since 2014. James has experience working with Farnsley Advisors, Fixe, and C. Farnsley, LLC. James Metzger is an Investment Advisor Representative for Farnsley Advisors with a branch location in Louisville, KY.

Firm Information

James Metzger is currently registered with Farnsley Advisors. Farnsley Advisors is an investment advisory firm with a focus on financial planning and portfolio management for individuals and businesses. They have a team of experienced professionals and manage over $80 million in assets for over 500 clients.

$80.25M

Assets Under Management

1

Total Clients

3

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

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

percentage of assets

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

Find Your Ideal Financial Advisor

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 Metzger’s Registration & Firm History

KY

01/03/2025 - Present

Farnsley Advisors (LOUISVILLE KY)

Not sure if James Borchard Metzger is right for you?

Licenses & Designations

IA

Issued 12/22/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Borchard Metzger.
Not sure if James Borchard Metzger is right for you?