Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Upshaw is a financial advisor associated with Bay Capital Advisors, LLC, an investment advisory firm registered in Virginia. James is registered with the state of Virginia as an Investment Advisor Representative. James is a recent addition to the firm, having joined in September 2024. James specializes in investment analysis, corporate planning, financial planning, and project-based consulting.
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.
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.
Project based consulting; investment analysis and corporate planning
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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VA
09/20/2024 - Present
BAY Capital Advisors, LLC (VIRGINIA BEACH VA)
Active
Inactive
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