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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cobb is a financial advisor with On Investment Management Co., with more than 50 years of experience in the financial industry. James has worked for various financial institutions, including The Lincoln National Life Insurance Company and UNION CAPITAL CORPORATION. He is registered in several states, including Arizona, Arkansas, Louisiana, Mississippi, North Carolina, and Texas. James is a Series 7TO, Series 66 and Series 63 licensed advisor. He offers a wide range of financial services, including financial planning and portfolio management for individuals. James's goal is to help his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
TX
04/14/2010 - Present
ON Investment Management Co. (TEXARKANA TX)
IN
06/28/1991 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/27/1969 - 06/11/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/20/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/25/1970 - 04/23/1972
UNION CAPITAL CORPORATION
BOTH
Issued 02/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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