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James Paul Councill

Cambridge Investment Research Advisors, Inc.

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About James Paul Councill

James Councill is an investment advisor representative with Cambridge Investment Research Advisors, Inc. James has been in the financial services industry since 1983. James has a series 6, Series 63, and Series 65 license. James specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

Firm Information

James Councill is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Solicitation fees from 3rd party money managers

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James Councill’s Registration & Firm History

VA

07/18/2024 - Present

Cambridge Investment Research Advisors, Inc. (Manassas VA)

VA

04/12/2019 - 02/15/2023

ONEAMERICA SECURITIES, INC. (Franklin VA)

VA

09/15/1983 - 04/12/2019

MML INVESTORS SERVICES, LLC (FRANKLIN VA)

NA

11/16/1982 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 06/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Paul Councill. Review regulatory record here.
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