Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Colin Fox is a financial advisor with Cambridge Investment Research Advisors, Inc. He has been in the industry since 2008. James holds the Series 7 and Series 66 securities licenses, and the SIE exam. James has been registered with CRI Securities, LLC and Securian Financial Services, Inc. in the past. James is currently licensed in Oregon, Texas, California, Colorado, Idaho, Iowa, Minnesota, Nevada, New York, Ohio, Pennsylvania, Virginia, Washington and Wisconsin. James offers investment advice and financial planning services to individuals, families, and businesses. In addition to working with Cambridge, James is also an insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
06/18/2014 - Present
Cambridge Investment Research Advisors, Inc. (Albany OR)
OR
10/09/2008 - 11/23/2011
CRI SECURITIES, LLC (PORTLAND OR)
OR
10/09/2008 - 11/23/2011
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
BOTH
Issued 01/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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