Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis McCrory, Jr. is an investment advisor representative with Realta Investment Advisors, Inc. James has been in the securities industry since March 1980. James is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority, Inc. (FINRA). James's previous experience includes positions at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
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.
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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2
DE
05/26/2016 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
MD
03/13/2009 - 06/07/2016
RBC CAPITAL MARKETS, LLC (BALTIMORE MD)
MD
03/26/1996 - 03/13/2009
FERRIS, BAKER WATTS, LLC (BALTIMORE MD)
NY
03/20/1980 - 03/19/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1983
Series 5 - Interest Rate Options Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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