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James Evan Cartales

Cascadia Capital, LLC

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About James Evan Cartales

James Evan Cartales is a financial professional registered in Washington. James is currently employed by Cascadia Capital, LLC and holds Series 63, SIE, and Series 79 licenses. James has been in the industry since June 19, 2013.

Firm Information

James Cartales is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James Cartales’s Registration & Firm History

WA

06/20/2013 - Present

Cascadia Capital, LLC (SEATTLE WA)

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Licenses & Designations

BC

Issued 08/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Evan Cartales.
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