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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 Lee Adams is a financial advisor with over 39 years of experience in the financial services industry. James is registered with Commonwealth Financial Network, and has been in the financial services industry since 1984. James has experience in various financial services areas including financial planning, pension consulting, and portfolio management. Commonwealth Financial Network is headquartered in Waltham, MA, and has approximately 2950 registered representatives who serve approximately 19600 clients. James is a Certified Financial Planner and Chartered Financial Consultant. James works in a branch office in Blandon, PA. James's practice provides services to individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
1
2
PA
07/02/2024 - Present
Commonwealth Financial Network (Blandon PA)
PA
09/12/2001 - 07/03/2024
CADARET, GRANT & CO., INC. (Blandon PA)
MN
09/13/1984 - 09/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/13/1984 - 09/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/13/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 09/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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