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James Michael McEvoy

Eastsound Capital Advisors, LLC

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About James Michael McEvoy

James McEvoy is a financial advisor with Eastsound Capital Advisors, LLC. He is registered with the state of California. James has been working in the financial services industry since 1987. He holds the Series 6, Series 63, and Series 66 licenses. James is a Chartered Financial Consultant. He has experience providing financial planning, educational seminars, and portfolio management for individuals and families. James is also licensed to sell insurance. He is committed to helping his clients achieve their financial goals.

Firm Information

James McEvoy is currently registered with Eastsound Capital Advisors, LLC. Eastsound Capital Advisors, LLC is a financial advisory firm based in Seattle, Washington. They offer a range of financial planning services to individuals, high-net-worth individuals, trusts, foundations, corporations, and other entities. Their services include financial planning, portfolio management, and educational seminars. They manage approximately $167.7 million in assets for 450 clients.

$167.70M

Assets Under Management

10

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James McEvoy’s Registration & Firm History

CA

01/04/2023 - Present

Eastsound Capital Advisors, LLC (Morgan Hill CA)

NA

10/12/2004 - 12/31/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (KORTENBERG )

NA

07/31/2001 - 10/06/2004

INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )

NJ

04/16/1987 - 01/11/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/13/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael McEvoy.
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