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James Paul Pankey

Latitude Advisors, LLC

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About James Paul Pankey

James Paul Pankey is a registered investment advisor representative of Latitude Advisors, LLC, with a focus on providing financial planning and portfolio management services to individuals, pension plans, and corporations. James has been in the financial services industry since 1999, having previously worked with Genworth Financial Securities Corporation and Hochman & Baker Securities, Inc. He also owns and operates his own CPA firm, James P. Pankey, CPA, P.A. James is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

James Pankey is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Third party referral fees

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James Pankey’s Registration & Firm History

FL

01/10/2020 - Present

Latitude Advisors, LLC (Wellington FL)

FL

06/30/2004 - 12/31/2010

GENWORTH FINANCIAL SECURITIES CORPORATION (WELLINGTON FL)

CT

01/21/1999 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 12/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Paul Pankey.
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