Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cashmore is a financial advisor with over 25 years of experience in the industry. James is currently registered with Capitol Securities Management, Inc. James is also a Chartered Financial Analyst (CFA). James has held previous positions at Multi-Bank Securities, Inc., National Alliance Securities, LLC, Clearview Trading Advisors, Inc., Odeon Capital Group LLC, D.A. Davidson & Co., InCapital LLC, Stephens, RBC Dain Rauscher Inc., William R. Hough & Co., Gruntal & Co. Incorporated, Raymond James & Associates, Inc., JHM Securities Corporation, and Brokers Securities, Inc. James specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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2
FL
12/16/2020 - Present
Capitol Securities Management, Inc. (TAMPA FL)
MI
07/13/2016 - 10/19/2017
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
TX
06/03/2016 - 07/13/2016
NATIONAL ALLIANCE SECURITIES, LLC (AUSTIN TX)
NJ
10/01/2015 - 05/31/2016
CLEARVIEW TRADING ADVISORS, INC. (TENAFLY NJ)
NY
06/02/2014 - 02/06/2015
ODEON CAPITAL GROUP LLC (NEW YORK NY)
FL
06/24/2013 - 04/15/2014
D.A. DAVIDSON & CO. (ST. PETERSBURG FL)
FL
05/22/2012 - 06/21/2013
INCAPITAL LLC (ST. PETERSBURG FL)
FL
03/10/2004 - 05/18/2012
STEPHENS (ST PETERSBURG FL)
NY
02/27/2004 - 04/02/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
03/15/1996 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
06/03/1993 - 04/06/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
FL
07/01/1992 - 03/29/1993
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
05/29/1992 - 06/22/1992
JHM SECURITIES CORPORATION
NA
12/10/1986 - 05/08/1987
BROKERS SECURITIES, INC.
BC
Issued 06/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/19/2017
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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