Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Philip Wehrle is a financial advisor with LPL Financial LLC, a large firm headquartered in Fort Mill, South Carolina. James is registered in 13 states and has been in the industry since 2001. James has experience with INVEST FINANCIAL CORPORATION and ENSEMBLE FINANCIAL SERVICES, INC. James has a strong focus on working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. In addition to his work with LPL Financial LLC, James also works as a Partner for FLAHERTY SALMIN CPAS providing tax prep and accounting services.
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.
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NY
01/14/2022 - Present
LPL Financial LLC (ROCHESTER NY)
NY
06/23/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
01/12/2001 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 01/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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