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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 Emory Garr is an investment advisor representative with LPL Financial LLC. James has been in the industry since 1993 and has a wide range of experience in financial services. James is registered to provide investment advice in Pennsylvania and has a number of other licenses and designations, including Series 6, Series 7, Series 24, Series 53, and Series 63, as well as the SIE exam. James is also a Chartered Financial Consultant. James works with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James provides financial planning, portfolio management, and other investment advisory services. James is also associated with Three Cord True Wealth Management, LLC.
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.
1
2
PA
01/27/2014 - Present
LPL Financial LLC (BEAVER PA)
PA
09/13/1993 - 02/04/2014
AXA ADVISORS, LLC (PITTSBURGH PA)
NY
09/13/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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