Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lineweaver is a financial advisor with Lineweaver Wealth Advisors, located in Valley View, Ohio. James is also the owner of Lineweaver Financial Group, Inc. and LFG Tax Services, LLC. James has been working in the financial services industry since 1993, and is registered to provide investment advisory services in Florida, Ohio, and Texas. James is a Certified Financial Planner and has held various positions in the industry including President of Lineweaver Wealth Advisors, LLC, President of Lineweaver Financial Group, Inc. and President of LFG Tax Services, LLC. James specializes in working with high net worth individuals, pension and profit sharing plans, and individuals other than high net worth individuals.
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.
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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OH
02/02/2015 - Present
Lineweaver Wealth Advisors (VALLEY VIEW OH)
OH
02/05/2015 - 08/19/2024
TRIAD ADVISORS LLC (Valley View OH)
OH
09/27/2005 - 02/05/2015
SIGMA FINANCIAL CORPORATION (VALLEY VIEW OH)
CA
05/25/1995 - 09/22/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
10/07/1993 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
CT
10/07/1993 - 06/07/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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