Unclaimed
James Comer is a financial advisor registered with Plante Moran Financial Advisors in Columbus, Ohio. James has been in the industry since August 2019. James is also a Certified Financial Planner. James works with individuals, families, businesses, and charitable organizations. James provides portfolio management, financial planning, and other advisory services.
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.
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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OH
01/11/2021 - Present
Plante Moran Financial Advisors (COLUMBUS OH)
IA
Issued 08/04/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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