Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donlin is a financial advisor with over 18 years of experience in the industry. James is currently registered with East West Investment Advisors, LLC and holds various licenses including Series 7, Series 63, Series 24, Series 52TO, Series 53, Series 31, Series 99TO and SIE. James specializes in providing financial planning, portfolio management for individuals and businesses. James has experience working for several firms including Capitol Securities Management, Inc., Scott & Stringfellow, Inc. and Anderson & Strudwick, Incorporated. James provides advisory services to individuals, high net worth individuals, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
VA
01/15/2021 - Present
East West Investment Advisors, LLC (Mechanicsville VA)
VA
01/02/2008 - 01/09/2020
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
06/07/2010 - 12/18/2012
CAPITOL SECURITIES & ASSOCIATES, INC. (GLEN ALLEN VA)
VA
10/30/2007 - 01/09/2008
CLEARVIEW CORRESPONDENT SERVICES, LLC (RICHMOND VA)
VA
06/07/2006 - 10/30/2007
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
06/03/2003 - 05/03/2006
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
MO
03/11/2003 - 06/04/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 03/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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