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 Fair is an investment advisor representative with Wealthcare Advisory Partners LLC. James has been in the financial services industry since 2003. James holds the Series 6, 7, 26, 63 and 66 licenses. James specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. James has experience with high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Prior to joining Wealthcare Advisory Partners LLC, James was associated with LPL FINANCIAL LLC and The O.N. Equity Sales Company.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/20/2024 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
KS
11/15/2011 - 12/19/2016
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
05/18/2009 - 02/03/2011
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
07/10/2007 - 05/19/2009
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
GA
09/20/2004 - 07/10/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IL
06/09/2003 - 08/09/2004
OAK GROVE INVESTMENT SERVICES, INC. (ROCHESTER IL)
BOTH
Issued 06/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Fair is the right advisor for you? Invested Better is here to help.
