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James Franklin Drake

Commonwealth Retirement Investments LLC

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About James Franklin Drake

James Franklin Drake is an active Investment Advisor Representative with Commonwealth Retirement Investments LLC. James has been in the securities industry since 1983. James specializes in providing Financial Planning, Educational Seminars and Portfolio Management for Individuals to clients.

Firm Information

James Drake is currently registered with Commonwealth Retirement Investments LLC. Commonwealth Retirement Investments LLC is a registered investment advisor based in Richmond, VA. The firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $240 million in assets for 820 clients, including individuals, high-net-worth individuals, and charitable organizations. Commonwealth Retirement Investments LLC does not offer wrap fee programs.
Commonwealth Retirement Investments LLC

9030 STONY POINT PARKWAY

RICHMOND, VA 23235

$240.42M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Drake’s Registration & Firm History

VA

01/16/2020 - Present

Commonwealth Retirement Investments LLC (RICHMOND VA)

VA

03/23/1983 - 01/24/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (RICHMOND VA)

IN

03/23/1983 - 05/25/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

03/23/1983 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

IA

Issued 05/23/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Franklin Drake.
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