Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas McLaughlin is a financial advisor currently registered with Empower Advisory Group, LLC. James has been in the industry since August 2021 and holds the Series 7TO, Series 66 and SIE licenses. Before joining Empower Advisory Group, LLC, James worked for T. Rowe Price Investment Services, INC. in Colorado Springs, CO. James has experience working with a variety of clients, including high-net-worth individuals, corporations and pension plans. James specializes in financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
04/15/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
06/02/2021 - 02/06/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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