Unclaimed
James Lee McInturf is a financial advisor with over 27 years of experience in the financial services industry. James is currently registered with LPL Financial LLC and has been with the firm since January 30, 2012. Prior to joining LPL Financial LLC, James was with WRP INVESTMENTS, INC. from July 30, 2009, to December 31, 2011, and LPL FINANCIAL CORPORATION from April 21, 2006, to August 12, 2009. James is also registered with the state of Ohio.
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.
Consulting and other non-discretionary advisory services
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
OH
01/30/2012 - Present
LPL Financial LLC (ZANESVILLE OH)
OH
07/30/2009 - 12/31/2011
WRP INVESTMENTS, INC. (ZANESVILLE OH)
OH
04/21/2006 - 08/12/2009
LPL FINANCIAL CORPORATION (PATASKALA OH)
PA
08/07/2002 - 02/24/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
OH
09/28/2000 - 07/17/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
04/08/1999 - 09/27/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
12/23/1998 - 04/01/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
OH
01/24/1997 - 12/31/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
11/28/1994 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
10/22/1993 - 10/27/1994
F & G SECURITIES, INC.
CA
09/21/1993 - 10/22/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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