Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cameron Musgrave is an investment advisor representative at Regal Investment Advisors LLC. James has been in the financial services industry since September 27, 1999. James holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE Exam certification. James also holds the Series 65 license, which allows James to provide investment advisory services in addition to brokerage services. James has a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James provides a range of financial planning and advisory services, including investment management, financial planning, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Third party fees
1
2
MI
06/20/2023 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
NY
08/01/2012 - 08/10/2022
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
MD
08/17/2006 - 08/07/2012
LPL FINANCIAL LLC (ROCKVILLE MD)
IN
12/03/1998 - 02/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/23/1998 - 02/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
OH
03/23/1998 - 11/20/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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