linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Chandler Moda

McAdam LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Chandler Moda

James Chandler Moda is an investment advisor representative associated with McAdam LLC in Philadelphia, PA. James has been in the financial services industry since 2010 and holds a Series 65 license. James is also registered with the state of Texas as an investment advisor. McAdam LLC provides financial planning, portfolio management, and selection of other advisers. The firm serves corporations, high-net-worth individuals, and other clients.

Firm Information

James Moda is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Moda’s Registration & Firm History

PA

02/01/2022 - Present

McAdam LLC (PHILADELPHIA PA)

Not sure if James Chandler Moda is right for you?

Licenses & Designations

IA

Issued 05/22/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Chandler Moda.
Not sure if James Chandler Moda is right for you?