Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Adams is an investment advisor representative, registered in New York. James has been in the financial industry since March 1986. James currently works for Cambridge Investment Research Advisors, Inc. and has been with them since January 2025. James has a Series 65 license and has been working in financial services for many years. James is a licensed agent, and investment advisor representative. James specializes in Retirement Planning, Insurance, Investments, Financial Planning and Annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation fees from 3rd party money managers
1
2
NY
02/11/2025 - Present
Cambridge Investment Research Advisors, Inc. (Valhalla NY)
Active
Inactive
Not sure James Adams is the right advisor for you? Invested Better is here to help.
