Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Morton is an Investment Advisor Representative with Cary Street Partners, based in Virginia Beach, Virginia. James has been in the financial industry for over 10 years and is a Certified Financial Planner. James's focus is on providing financial advice to individuals and families. James has a strong commitment to helping clients achieve their financial goals. James is also a volunteer with several organizations in the community.
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.
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.
Revenue sharing with certain third parties
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2
VA
08/08/2023 - Present
Cary Street Partners (Virginia Beach VA)
Active
Inactive
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