Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mark Rigtrup is a financial advisor with LPL Financial LLC, based in SOUTH JORDAN, UT. James has been working in the financial industry since May 1, 2000. He has a broad range of experience, having worked previously with EDWARD JONES, a well-known investment firm. James holds various licenses and certifications, including the Series 63, Series 65, and Series 7 examinations. His dedication to his clients is evident in his professional certifications and commitment to providing personalized financial advice. James works to build strong relationships with his clients to understand their individual financial needs and goals.
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
UT
07/27/2006 - Present
LPL Financial LLC (SOUTH JORDAN UT)
MO
05/02/2000 - 01/19/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Rigtrup is the right advisor for you? Invested Better is here to help.
