Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Docster is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm based in Fairfield, Iowa. James has been in the industry since 2000 and has a variety of experience in both the brokerage and investment advisory fields. James currently holds licenses in Florida and Texas and has also held licenses in a number of other states. James is also a registered representative with Cambridge. James provides financial planning, portfolio management, and other services to individuals, businesses, and charitable organizations. James has been affiliated with Cambridge since 2022.
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
FL
03/18/2022 - Present
Cambridge Investment Research Advisors, Inc. (Jacksonville FL)
FL
07/21/2021 - 11/19/2021
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
10/10/2000 - 07/21/2021
WADDELL & REED (JACKSONVILLE FL)
IA
Issued 02/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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