Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Colahan is an investment advisor representative at Wealthcare Advisory Partners LLC. James has over 15 years of experience in the financial services industry. James is a Certified Public Accountant (CPA). James is registered with the state of Kansas. James has been registered as an investment advisor representative since 2006. James has worked for several financial firms including Avantax Investment Services, Inc., 1st Global Capital Corp., and Transamerica Financial Advisors, Inc. James holds the Series 66, Series 7 and the SIE licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/11/2020 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
KS
10/25/2019 - 09/15/2020
AVANTAX INVESTMENT SERVICES, INC. (TOPEKA KS)
KS
11/09/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TOPEKA KS)
KS
11/03/2006 - 11/14/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (TOPEKA KS)
MO
04/14/2000 - 12/18/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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