Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames De Kruif is a financial advisor with over 20 years of experience in the industry. James is currently registered with Kestra Advisory Services, LLC and provides investment advisory services to individuals, families, and businesses. He is also registered with Kestra Investment Services, LLC, and provides investment advice and insurance services under the business name Retire DSM. Prior to joining Kestra, James was with LPL Financial LLC.
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.
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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IA
11/24/2020 - Present
Kestra Advisory Services, LLC (Urbandale IA)
IA
08/01/2019 - 11/25/2020
LPL FINANCIAL LLC (WEST DES MOINES IA)
CA
03/22/2007 - 05/07/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NJ
01/31/2007 - 02/28/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
10/11/2006 - 01/24/2007
NNN CAPITAL CORP. (SANTA ANA CA)
IA
07/10/2006 - 10/09/2006
BROKER DEALER FINANCIAL SERVICES CORP. (JOHNSTON IA)
GA
11/19/2004 - 02/16/2006
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
GA
08/09/2002 - 11/19/2004
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
NE
09/13/2004 - 11/01/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
08/30/1999 - 07/15/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
06/19/1998 - 08/17/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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