Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Locke is a financial advisor with Beacon Capital, LLC in Cedar Rapids, IA. James has been in the industry since 2012 and holds licenses for both Iowa and the state of Iowa. James has experience with individual and corporate clients and has a strong background in various financial products. James also works as an insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
IA
03/23/2017 - Present
Beacon Capital, LLC (CEDAR RAPIDS IA)
IA
08/23/2012 - 02/23/2017
VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)
IA
Issued 01/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Locke is the right advisor for you? Invested Better is here to help.
