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 Goodland is an investment advisor representative with International Assets Investment Management, LLC. James has over 28 years of experience in the financial services industry. Prior to joining International Assets Investment Management, James worked with Spire Securities, LLC, NFP Advisor Services, LLC, Cambridge Investment Research, Inc., Washington Square Securities, Inc., BertheL, Fisher & Company Financial Services, Inc. James is licensed in Minnesota, and holds the Series 6, 7, 24, 31, 63, and 65 securities licenses.
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.
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MN
11/04/2022 - Present
International Assets Investment Management, LLC (PLYMOUTH MN)
MN
07/01/2015 - 12/31/2018
SPIRE SECURITIES, LLC (Plymouth MN)
MN
01/03/2014 - 06/08/2015
NFP ADVISOR SERVICES, LLC (PLYMOUTH MN)
MN
11/02/2000 - 12/31/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
CT
11/06/1996 - 11/03/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
03/14/1996 - 11/08/1996
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MA
10/18/1995 - 12/13/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NJ
08/16/1993 - 10/20/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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