Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cassady is a financial advisor who has been in the industry since 2013. James holds Series 6, SIE, and Series 63 licenses. James is registered in Arizona and California as an investment advisor representative and a broker. James works for State Farm Investment Management Corp. James is a Chartered Financial Consultant. James is a partner in ALL IN LLC, which owns the building housing James Cassady's Insurance Agency. James Cassady's Insurance Agency is a State Farm agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2022 - Present
State Farm Investment Management Corp. (Santee CA)
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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