Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ellison is a financial advisor with Cambridge Investment Research Advisors, Inc. James has been in the industry for more than 30 years and has experience in various fields, including real estate, construction, and investments. He is a registered Investment Advisor Representative in North Carolina. James is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals.
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
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NC
07/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
IA
Issued 07/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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