Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edmund Reopelle is a financial advisor with over 30 years of experience in the industry. James is currently registered with Independent Financial Group, LLC, and is based in San Diego, California. James has previously worked with HORNOR, TOWNSEND & KENT, LLC, and EQ FINANCIAL CONSULTANTS, INC. James is also a licensed insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/08/2021 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
05/31/1996 - 09/09/2021
HORNOR, TOWNSEND & KENT, LLC (SAN DIEGO CA)
NY
05/15/1984 - 06/06/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/15/1984 - 06/06/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/22/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Reopelle is the right advisor for you? Invested Better is here to help.
