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James Shelton McClure is a financial advisor with over 30 years of experience in the industry. James is currently registered with Barrow Hanley Global Investors and has been with the firm since 1995. Previously, James was employed by Goldman, Sachs & Co. in New York, New York. James holds the Series 7, 63 and 65 securities licenses and is a Chartered Financial Analyst. James has worked with individuals, investment companies, corporations, charitable organizations, state and municipal government entities and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/07/2003 - Present
Barrow Hanley Global Investors (DALLAS TX)
NY
01/14/1992 - 08/04/1995
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 11/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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