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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 Lancaster is a financial advisor with Cambridge Investment Research Advisors, Inc. in Chicago, Illinois. James Lancaster has been a registered representative since November 2011. James Lancaster's previous experience includes roles with TRIAD ADVISORS LLC, SECURIAN FINANCIAL SERVICES, INC., GCG FINANCIAL, INC., GCG FINANCIAL, LLC, Alera Investment Advisors, LLC, and Triad Advisors, Inc.. James Lancaster holds the Series 66, Series 7 and SIE licenses. James Lancaster also has a Certified Financial Planner designation. Cambridge Investment Research Advisors, Inc. is a Registered Investment Advisor and Broker-dealer with a network of independent financial advisors across the United States. Cambridge Investment Research Advisors, Inc. provides a wide range of financial products and services, including investment management, financial planning, and insurance. James Lancaster and Cambridge Investment Research Advisors, Inc. are committed to providing clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
05/02/2018 - Present
Cambridge Investment Research Advisors, Inc. (Chicago IL)
IL
11/03/2017 - 05/04/2018
TRIAD ADVISORS LLC (Chicago IL)
IL
11/23/2011 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Chicago IL)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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