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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 Caleb Adair is an investment advisor representative at Park Place Capital Corp. James Caleb Adair is registered with the state of Alabama and has been in the industry since 2011. James Caleb Adair holds the Series 65 and the Series 50 licenses, and holds the designation of Chartered Financial Analyst. Park Place Capital Corp. is a registered investment advisor based in Homewood, Alabama.
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.
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.
Strategic management for diversified investment portfolios.
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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AL
06/26/2020 - Present
Park Place Capital Corp. (HOMEWOOD AL)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2017
Series 50 - Municipal Advisor Representative Qualification Exam
Active
Inactive
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