Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vanmeter Duty is a registered Investment Advisor Representative (IAR) with Roseline Capitol Advisors, LLC in Richmond, VA. James is a Certified Financial Planner and has over 20 years of experience in the financial services industry. James is a member of the Roseline Financial Group, LLC and specializes in financial planning and portfolio management for both individuals and businesses. James has over 70 accounts with approximately $50 million under management for his clients.
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.
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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VA
02/08/2006 - Present
Roseline Capitol Advisors, LLC (RICHMOND VA)
IA
Issued 12/20/1995
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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