Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gbewa Mannah is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management and over 168,000 clients. James has been in the financial industry since 2004, and has held previous positions with CUNA Brokerage Services, Inc., M&T Securities, Inc., and PFS Investments Inc. James is licensed in District of Columbia, Maryland, and Virginia. James can provide a range of financial services, including financial planning, portfolio management, consulting, and educational seminars.
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
MD
05/18/2022 - Present
LPL Financial LLC (Silver Spring MD)
MD
01/23/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Silver Spring MD)
MD
12/21/2010 - 10/19/2017
M&T SECURITIES, INC. (GAITHERSBURG MD)
MD
10/17/2008 - 12/10/2009
M&T SECURITIES, INC. (GAITHERSBURG MD)
GA
01/03/2008 - 09/03/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/12/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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