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 Van meter is a registered investment advisor representative with Realta Investment Advisors, Inc. James has been in the securities industry since March 10, 2008. James has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. James provides financial planning, pension consulting, and portfolio management services. James holds Series 6, 7, 26, 63, and 65 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
DE
01/26/2024 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
NV
05/09/2023 - 01/22/2024
CABIN SECURITIES, INC. (Reno NV)
NV
08/15/2013 - 05/02/2023
CENTER STREET SECURITIES, INC. (RENO NV)
TX
08/02/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
GA
08/28/2002 - 07/01/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/20/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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