Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Crosson is a financial advisor with LPL Financial LLC based in Middletown, Rhode Island. James has been a registered representative in the financial services industry since 1984, and has experience with a variety of firms, including Lincoln Financial Securities Corporation and VOYA Financial Advisors, Inc.. James has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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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RI
03/25/2024 - Present
LPL Financial LLC (MIDDLETOWN RI)
RI
05/02/2019 - 03/27/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (MIDDLETOWN RI)
RI
03/06/2015 - 04/08/2019
VOYA FINANCIAL ADVISORS, INC. (MIDDLETOWN RI)
MA
09/09/2009 - 03/12/2015
INVESTORS CAPITAL CORP. (FALL RIVER MA)
MA
03/22/1991 - 09/16/2009
LPL FINANCIAL CORPORATION (FALL RIVER MA)
MA
10/26/1984 - 04/01/1991
WOLFSON, ZALKIND & COMPANY (FALL RIVER MA)
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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