Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Pickett is a financial advisor with over 20 years of experience. James is a Certified Financial Planner and Personal Financial Specialist. James is currently registered with Ares Financial Consulting LLC in Newport Beach, CA. James is also the owner of Financial Advocates LLC and Provident Financial Consulting. James has extensive experience in financial planning, portfolio management, and pension consulting. James specializes in providing financial advice to high-net-worth individuals, businesses, and charitable organizations.
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.
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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CA
06/10/2017 - Present
Ares Financial Consulting LLC (Newport Beach CA)
IA
Issued 09/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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