Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wisdom is an investment advisor representative registered with Advisor Share Wealth Management. James has been in the industry since 1992. Previously, James Wisdom was registered with National Planning Corporation, Intersecurities, Inc., Ameritas Investment Corp., MMC Securities Corp., Marsh & McLennan Securities Corporation and Cigna Financial Advisors, Inc.. James Wisdom holds Series 6 and Series 63 licenses and is also a Certified Financial Planner™. James Wisdom's firm Advisor Share Wealth Management has a regulatory assets under management of $48,003,023. Advisor Share Wealth Management serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. James Wisdom has been providing financial planning and other advisory services, as well as acting as a comprehensive asset management platform provider for more than 20 years.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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CA
01/01/2025 - Present
Advisor Share Wealth Management (Westlake Village CA)
CA
04/10/2008 - 07/14/2011
NATIONAL PLANNING CORPORATION (NORTHRIDGE CA)
CA
07/12/2007 - 04/01/2008
INTERSECURITIES, INC. (NEWBURY PARK CA)
CA
03/16/2005 - 07/05/2007
AMERITAS INVESTMENT CORP. (NEWBURY PARK CA)
NY
12/30/2000 - 07/15/2003
MMC SECURITIES CORP. (NEW YORK NY)
NY
02/08/1999 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
PA
09/14/1992 - 07/28/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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