Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Domgard is a financial advisor registered with Raymond James Financial Services Advisors, Inc. James has been in the financial services industry since 1983 and holds licenses to provide investment advice in multiple states. His prior affiliations include RBC Capital Markets, LLC and Dain Rauscher Incorporated. James specializes in a variety of financial services, including investment management for individuals and businesses, financial planning, and educational seminars. He has offices in Lincoln, NE and Punta Gorda, FL and is committed to providing personalized, comprehensive financial services to his clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
02/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lincoln NE)
NE
03/02/1998 - 02/03/2022
RBC CAPITAL MARKETS, LLC (LINCOLN NE)
NA
07/21/1983 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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