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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 Leblond is a financial advisor in Saco, ME. James is a registered representative of LPL Financial LLC and a registered investment advisor representative of Northeast Planning Associates, Inc. He is licensed in Maine, New Hampshire, and Texas. James has been in the financial services industry since 1999. James specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
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2
ME
08/26/2013 - Present
LPL Financial LLC (SACO ME)
MN
01/01/2005 - 09/20/2005
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
06/06/2001 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/04/2001 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NJ
10/23/1997 - 01/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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