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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 Brian Olmore is an investment advisor representative with United Capital Financial Advisors. James has been in the industry since 1993. James has a Series 6, 7, 31, 63, and 65 licenses, and is also a Certified Financial Planner. James has a strong background in financial planning, portfolio management, and investment advisory services.
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.
Sub-adviser for other investment advisers
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.
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2
CA
02/29/2024 - Present
United Capital Financial Advisors (CARLSBAD CA)
CA
06/21/2004 - 02/21/2014
FIDELITY BROKERAGE SERVICES LLC (NEWPORT BEACH CA)
CA
05/02/2001 - 05/21/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/08/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
04/15/1996 - 09/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/30/1993 - 01/26/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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