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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 Thomas Patrick is an investment advisor representative with Edge Capital Group, LLC. James is registered with the state regulators of Georgia, North Carolina, South Carolina, and Virginia. James has been in the financial services industry since 1999 and has held previous roles at several firms including Lehman Brothers Inc., Credit Suisse Securities (USA) LLC, Town Hall and Edge Corporate Finance, LLC. James has a diverse background in financial services and has worked with a variety of clients including individuals, corporations, and institutions. James is dedicated to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
Strategic management for diversified investment portfolios.
Consulting services, family office services, insurance solutions
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.
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2
NC
08/17/2018 - Present
Edge Capital Group, LLC (Chapel Hill NC)
NC
08/05/2014 - 12/31/2017
EDGE CORPORATE FINANCE, LLC (CHARLOTTE NC)
NC
06/13/2012 - 10/30/2013
TOWN HALL (CHAPEL HILL NC)
GA
03/11/2003 - 09/21/2007
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NY
10/08/1999 - 02/19/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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