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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robinson is a financial advisor with over 25 years of experience in the financial services industry. James is currently registered as a registered representative and investment advisor representative with Principal Asset Management. James has a wide range of experience in the financial services industry, including experience with a variety of investment products and services. James is dedicated to providing personalized financial advice to clients to help them reach their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model 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.
Set rates for specific services, regardless of time or assets managed.
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.
Charge on a cost allocation basis to principal life
1
2
SC
12/18/2018 - Present
Principal Asset Management (Fort Mill SC)
CA
03/08/2002 - 06/12/2003
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CT
09/14/2000 - 11/09/2001
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
FL
12/18/1992 - 09/29/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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