Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Love is a financial advisor with over 10 years of experience. James is registered with LPL Financial LLC and has offices in San Marcos, Texas, San Diego, California and San Marcos, Texas. James has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. James has passed the Series 7TO, Series 6, and Series 63 exams. Before working with LPL Financial LLC, James worked with Northwestern Mutual Investment Services, LLC.
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
TX
07/15/2024 - Present
LPL Financial LLC (San Marcos TX)
TX
07/10/2014 - 07/16/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (San Marcos TX)
BOTH
Issued 05/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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