Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wright is a registered Investment Advisor Representative with Harvest Financial Partners, LLC. James has been with the firm since March 2008. He has a Series 65 license and a Series 2 license. James is a Chartered Financial Analyst. The firm has a main office in Paoli, Pennsylvania. Harvest Financial Partners, LLC provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
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
PA
03/26/2008 - Present
Harvest Financial Partners (PAOLI PA)
IA
Issued 03/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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