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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 McGinty is a financial advisor with Fortis Capital Advisors, LLC. James has over 20 years of experience in the financial services industry. James is registered with the state of Florida and is also a registered investment advisor. James holds the Series 7, 9, 10, 63, and 65 securities licenses. James specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to joining Fortis Capital Advisors, LLC, James worked at PNC Investments, Hancock Investment Services, Inc., Primevest Financial Services, Inc., Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., Suntrust Securities, Inc., and A. G. Edwards & Sons, Inc.
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.
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.
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FL
01/14/2025 - Present
Fortis Capital Advisors, LLC (St. Petersburg FL)
FL
07/29/2013 - 09/21/2016
PNC INVESTMENTS (TAMPA FL)
FL
02/14/2012 - 08/08/2013
HANCOCK INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)
FL
09/08/2011 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/01/2000 - 06/29/2011
WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)
NC
06/26/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
10/13/1998 - 07/07/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
12/09/1996 - 10/19/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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