linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James J Beville

Main Street Financial Solutions, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James J Beville

James Beville is a financial advisor with over 15 years of experience in the industry. James has a Series 7, Series 63 and Series 65 license and holds the Certified Financial Planner designation. James is currently registered with Main Street Financial Solutions, LLC in Massachusetts. James has previously worked with LPL Financial LLC in Massachusetts and Morgan Stanley DW Inc in New York. Main Street Financial Solutions, LLC provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

James Beville is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Beville’s Registration & Firm History

PA

03/23/2020 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

MA

03/11/2005 - 01/21/2016

LPL FINANCIAL LLC (DANVERS MA)

NY

12/19/2003 - 03/14/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if James J Beville is right for you?

Licenses & Designations

IA

Issued 03/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James J Beville.
Not sure if James J Beville is right for you?