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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 Gambaccini is an investment advisor representative with Acorn Financial Advisory Services, Inc., a firm that manages over $1 billion in assets. James has been in the financial services industry for over 20 years and holds the Series 66, Series 7, Series 24, and SIE licenses. James has specialized in working with high-net-worth individuals and has provided financial planning, portfolio management, and pension consulting services to a wide range of clients. James is also a Certified Financial Planner™ professional, which means that he has met rigorous education and experience requirements and passed a comprehensive exam to demonstrate his knowledge and expertise in personal financial planning. James' past experience includes working with Multi-Financial Securities Corporation and The Strategic Financial Alliance, Inc. In addition to his work at Acorn Financial Advisory Services, Inc., James is also the president of Acorn Tax Planning, Inc., a business that provides tax return preparation and filing services.
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.
Subadvisory portfolio management services other registered investment advisers
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.
A percentage of assets managed via a subadvisory arrangement
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2
VA
09/26/2003 - Present
Acorn Financial Advisory Services, Inc. (RESTON VA)
VA
02/01/2010 - 01/15/2021
THE STRATEGIC FINANCIAL ALLIANCE, INC. (RESTON VA)
VA
01/01/2004 - 02/02/2010
MULTI-FINANCIAL SECURITIES CORPORATION (FAIRFAX VA)
GA
07/10/2003 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
03/21/2003 - 07/01/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/2003 - 07/01/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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