Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Morehart is a financial professional with over 30 years of experience in the industry. James is currently registered with LPL Financial LLC in Akron, Ohio. James has held previous roles with Royal Alliance Associates, Inc., Omni Financial Securities, Inc. and Kohn Financial Corporation. James holds the Series 6 and SIE securities licenses. James specializes in providing financial advice and services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/18/2020 - Present
LPL Financial LLC (AKRON OH)
OH
03/06/2000 - 05/21/2020
ROYAL ALLIANCE ASSOCIATES, INC. (AKRON OH)
OH
01/02/1997 - 03/08/2000
OMNI FINANCIAL SECURITIES, INC. (COLUMBUS OH)
OH
01/20/1996 - 01/01/1997
KOHN FINANCIAL CORPORATION (CINCINNATI OH)
OH
09/10/1992 - 12/31/1995
OMNI FINANCIAL SECURITIES, INC. (COLUMBUS OH)
MO
11/05/1986 - 09/03/1992
ILG SECURITIES CORPORATION (KANSAS CITY MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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