Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Franklin Shenk is a financial advisor with Independent Financial Partners. James has been in the financial industry since May 1997. James holds licenses in Arizona, California, Colorado, Connecticut, Delaware, Florida, Maryland, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, and Wisconsin. James has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. James offers financial planning, pension consulting, educational seminars, and non-discretionary investment advice.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
07/18/2024 - Present
Independent Financial Partners (TAMPA FL)
PA
06/22/2015 - 07/02/2024
REALTA EQUITIES, INC. (GLEN ROCK PA)
PA
08/25/2006 - 06/29/2015
LPL FINANCIAL LLC (GLEN ROCK PA)
PA
02/27/2003 - 08/28/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (YORK PA)
MO
10/01/1999 - 02/28/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/16/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 06/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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