Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Claude Kresge is a financial advisor registered with LPL Financial LLC. James has over 25 years of experience in the financial services industry. James holds Series 6, 7TO, 63, and 65 licenses. He is also registered to provide investment advisory services in multiple states. James's focus is on providing personalized financial advice to individuals, families, and businesses. James also provides financial planning, portfolio management, and retirement planning services. Previously, James worked at OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
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2
CA
06/24/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
09/01/2023 - 06/27/2024
OSAIC WEALTH, INC. (CLARKS SUMMIT PA)
PA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CLARKS SUMMIT PA)
PA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (CLARKS SUMMIT PA)
TX
07/11/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
AZ
03/09/2001 - 06/13/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
12/01/1998 - 03/14/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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