Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clarke is a financial advisor with over 27 years of experience in the financial services industry. James is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and has been actively registered with the State of Washington as an Investment Adviser Representative since 2013. James has worked with Financial Advocates Investment Management since 2013 and is also a registered representative of LPL Financial LLC. James has a wide range of experience in providing financial advice to individuals, businesses, and charitable organizations. James has expertise in a wide range of areas, including investment management, financial planning, retirement planning, and insurance.
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.
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.
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WA
05/03/2013 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
11/02/2007 - 05/06/2013
D.A. DAVIDSON & CO. (EDMONDS WA)
WA
12/18/1995 - 11/08/2007
A. G. EDWARDS & SONS, INC. (EDMONDS WA)
IA
Issued 04/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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