Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bruyette is a financial advisor at Creative Planning. James has been in the industry since 1982. James has a Series 7, Series 63 and Series 65 license. James is a registered Investment Advisor in the state of Virginia. James specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. James has been with Creative Planning since 2021. Previous to that, James was a Registered Representative at Capitol Securities Management, Inc. James is a limited partner in Real Estate Investors and a Board Member/Youth Coach for First Tee of Greater Washington DC.
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.
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.
1
2
KS
04/30/2021 - Present
Creative Planning (OVERLAND PARK KS)
VA
12/18/2000 - 04/02/2001
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
11/05/1998 - 12/31/1998
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
12/12/1996 - 12/31/1996
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
06/11/1985 - 12/31/1994
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NA
12/29/1982 - 06/07/1985
INVESTORS SECURITY COMPANY, INC.
IA
Issued 06/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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