Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Denton has been a financial professional since 1989 and is currently affiliated with LPL Financial LLC. James has a wide range of experience in the financial services industry, having worked for several firms including KESTRA Investment Services, LLC, VERAVEST INVESTMENTS, INC., INVESTMENT ADVISORS & CONSULTANTS, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. James is registered to provide investment advice and securities transactions in 17 states across the United States. James holds licenses for Series 7, 24, and 63 as well as the SIE exam and has earned Certified Financial Planner and Chartered Financial Consultant designations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
04/13/2020 - Present
LPL Financial LLC (MOORESVILLE NC)
NJ
10/27/2003 - 03/28/2019
KESTRA INVESTMENT SERVICES, LLC (WASHINGTON NJ)
MA
02/08/2000 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
02/25/1992 - 02/01/2000
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
MA
12/19/1989 - 02/14/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/1989 - 02/14/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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