Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marshall myers Regulinski is an investment advisor representative at Carbon Collective Investing, LLC. James is licensed in Washington. James has a Series 65 license and has been in the industry since March 2015. James has experience with Etagen, Osmo Systems and Carbon Collective Investing, LLC. The firm's primary office is located in Oakland, California. Carbon Collective Investing, LLC primarily serves individuals, investment companies and pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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WA
12/14/2023 - Present
Carbon Collective Investing, LLC (Bellingham WA)
IA
Issued 07/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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