Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Grant Mosher is a financial advisor with Old Peak Finance. James has been in the industry since 2014. James has a strong background in financial planning, and portfolio management for individuals. He has experience working with high-net-worth individuals, corporations, and charitable organizations. James is a Certified Financial Planner. He is licensed in North Carolina.
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.
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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NC
03/20/2024 - Present
OLD Peak Finance (CHAPEL HILL NC)
Active
Inactive
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