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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 Emerson Lange is a financial advisor with over 15 years of experience in the financial services industry. James is currently registered with Principal Asset Management in Des Moines, IA. James has been associated with Principal Asset Management since November 2011. Previously, James worked for Princor Financial Services Corporation in Des Moines, IA from September 2010 to April 2016. James holds Series 3, 7, and 66 licenses and the SIE exam. James is registered as an investment advisor representative in Alaska, Arizona, California, Colorado, Hawaii, Idaho, Iowa, Louisiana, Montana, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. James is also registered as an investment advisor representative with the State of Iowa and Louisiana, and is also registered as an investment advisor representative in Texas as a resident. James works with a variety of client types, including individuals, corporations, insurance companies, investment companies, and pooled investment vehicles. James specializes in providing asset allocation services, spread lending management and advice, and portfolio management for businesses, individuals, investment companies and pooled investment vehicles. James also provides model portfolios and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
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IA
02/27/2014 - Present
Principal Asset Management (Des Moines IA)
IA
09/02/2010 - 04/08/2016
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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