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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 Edward Buchheit is a financial advisor with LPL Financial LLC. James has been working in the financial services industry for over 20 years. His previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. James is registered in Kentucky and Texas. James is licensed to provide financial advice in a number of states. James has a strong track record of helping clients achieve their financial goals and has been recognized for his commitment to providing exceptional client service. James is dedicated to providing personalized financial advice to each client. He works closely with each client to understand their unique financial situation and develop a customized financial plan that helps them reach their goals. James is committed to providing his clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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.
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KY
09/06/2024 - Present
LPL Financial LLC (Louisville KY)
KY
06/05/2007 - 12/16/2008
NATCITY INVESTMENTS, INC. (LOUISVILLE KY)
KY
06/03/2005 - 06/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
NJ
12/18/2003 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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