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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph McCrorey is a financial advisor with LPL Financial LLC, based in NORTH HUNTINGDON, PA. James has been in the financial services industry since 1989. James is registered as an Investment Advisor Representative in PA and as a Broker in FL, NJ, NM, OH, PA, SC and WV. James has a broad range of experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is also a licensed insurance agent through McCrorey Financial Services LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/04/2022 - Present
LPL Financial LLC (NORTH HUNTINGDON PA)
PA
05/31/2005 - 08/04/2022
CITIZENS SECURITIES, INC. (MONROEVILLE PA)
PA
01/01/2004 - 05/18/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
03/11/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
05/18/2000 - 05/17/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
GA
12/06/1989 - 04/05/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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