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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Martin Coursey is an Investment Advisor Representative for Donaldson Capital Management LLC. James is registered with the state of Indiana and has been in the industry since 2018. James has Series 65 license. James has worked at several financial institutions in the past. James has a current registration with Donaldson Capital Management LLC. James has a wide range of experience in the financial industry, including work with financial institutions and working as an advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation 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.
A percentage of the total value of assets under management is charged.
A percentage of fees under management
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IN
10/17/2022 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 10/17/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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