Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cronk is a financial advisor registered with D.A. Davidson & Co., a firm providing financial services since 1930. James has been active in the industry since 1985 and is a licensed representative in California. His expertise includes various financial services such as financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
11/25/2013 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (LOS ANGELES CA)
CA
01/21/1987 - 11/04/2013
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NA
05/23/1984 - 04/02/1986
CROWELL, WEEDON & CO.
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 12/15/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/01/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure James Cronk is the right advisor for you? Invested Better is here to help.
