Unclaimed
James Daniel Blandford is a financial advisor at Private Advisor Group, LLC. James has been in the financial services industry since March 17, 2008. James is licensed to sell securities in Kentucky and New Jersey. James has been registered with Private Advisor Group since January 1, 2025. James is also a registered representative of Private Advisor Group. James' primary office is located in Morristown, New Jersey. James is also licensed to provide investment advice in Kentucky.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/01/2025 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
KY
01/04/2019 - 02/10/2020
CETERA FINANCIAL SPECIALISTS LLC (LOUISVILLE KY)
KY
11/07/2006 - 06/13/2012
LPL FINANCIAL LLC (LOUISVILLE KY)
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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