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James Leroy Black

THE Retirement Solution LLC

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About James Leroy Black

James Leroy Black is an investment advisor representative at The Retirement Solution LLC. James Black has been in the industry since 1991. James Black is registered in Texas and Washington. James Black has a Series 7, Series 6, and Series 63 license. James Black is also a Certified Financial Planner. James Black has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. James Black provides a range of services, including financial planning, portfolio management for individuals, and publication of periodicals.

Firm Information

James Black is currently registered with THE Retirement Solution LLC. THE Retirement Solution LLC is a retirement planning firm headquartered in Redmond, OH. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have over 1,000 clients, primarily individuals (both high-net-worth and other) and charitable organizations. Their regulatory assets under management total over $475 million. The firm is registered with the SEC.
THE Retirement Solution LLC

18300 REDMOND WAY

REDMOND, OH 98052

$475.26M

Assets Under Management

93

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Black’s Registration & Firm History

WA

10/15/2008 - Present

THE Retirement Solution LLC (REDMOND WA)

WA

01/05/2009 - 09/08/2009

USA FINANCIAL SECURITIES CORPORATION (REDMOND WA)

WA

07/19/2004 - 12/31/2008

PACIFIC WEST SECURITIES, INC. (REDMOND WA)

UT

12/22/1992 - 04/24/1998

FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)

NY

07/08/1991 - 12/16/1992

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

07/08/1991 - 12/16/1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/05/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Leroy Black.
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