Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Maxwell is a registered Investment Advisor Representative in California. He has been working in the financial services industry since 2018. James has a Series 65 license and has worked for Main Management, LLC since 2020. James has experience working with high-net-worth individuals, charitable organizations, corporations and other businesses, pooled investment vehicles, and pension and profit-sharing plans. James's firm, Main Management, LLC, specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/26/2023 - Present
Main Management, LLC (SAN FRANCISCO CA)
IA
Issued 06/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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