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James Shin

Solebury Capital LLC

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About James Shin

James Shin is a financial advisor with Solebury Capital LLC. James has been in the financial services industry for over 15 years. James is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63 and Series 79TO licenses. James is also registered in Pennsylvania. James has a strong track record of success in helping clients achieve their financial goals.

Firm Information

James Shin is currently registered with Solebury Capital LLC. Solebury Capital LLC is a Limited Liability Company that was formed on May 16, 2005. The firm is registered in California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Ohio, and Pennsylvania and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James Shin’s Registration & Firm History

PA

03/28/2008 - Present

Solebury Capital LLC (NEW HOPE PA)

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Licenses & Designations

BC

Issued 04/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Shin.
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