Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Coutley is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. James has been in the financial services industry for over 49 years and has held various roles throughout his career. James is registered with the state of Wisconsin and holds the Series 7TO, SIE, and Series 1 licenses. James's current employment with LPL Financial LLC began in 1987 and he also has previous experience with Edward D. Jones & Co., L.P., OFFERMAN & CO., INC., IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION, and INVESTORS DIVERSIFIED SERVICES, INC.
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
WI
11/09/1987 - Present
LPL Financial LLC (GREEN BAY WI)
MO
10/28/1981 - 11/27/1987
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
07/25/1978 - 10/29/1981
OFFERMAN & CO., INC.
NA
10/01/1973 - 09/06/1978
IDS LIFE INSURANCE COMPANY
NA
10/01/1973 - 09/06/1978
IDS MARKETING CORPORATION
NA
10/01/1973 - 09/06/1978
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 02/16/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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