Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Corrigan is a financial advisor with Sanctuary Advisors, LLC, a firm with offices in Indianapolis, Indiana. James has been in the financial services industry since 2005 and has a broad range of experience and credentials, including holding licenses in over 26 states. James is registered with the state of Texas as an Investment Advisor Representative and the state of Illinois as a Registered Representative. James' experience includes positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. James works with a wide range of clients including individuals, corporations, charitable organizations, and pension and profit sharing plans. James provides a variety of financial planning and advisory services including financial planning, pension consulting, and portfolio management. James is also a part owner of a self-care business and the owner of a fitness center.
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.
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2
IL
04/28/2023 - Present
Sanctuary Advisors, LLC (CHICAGO IL)
IL
10/23/2009 - 05/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
11/05/2010 - 11/08/2010
JEFFERIES & COMPANY, INC. (CHICAGO IL)
IL
04/21/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
OH
07/22/2005 - 05/04/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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