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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 Van Metter is a financial advisor with over 28 years of experience in the industry. James currently works with Trivium Point Advisory, LLC, a firm focused on providing comprehensive financial planning and investment management services to individuals and families. James's expertise encompasses a broad range of financial planning needs, including retirement planning, college savings, and estate planning. James's primary focus is on providing personalized financial guidance, tailored to meet the unique goals and circumstances of each client. James's commitment to providing high-quality financial advice has earned him the prestigious Certified Financial Planner designation, demonstrating his dedication to upholding the highest ethical standards in the financial services industry. James's experience and expertise make him a valuable resource for individuals seeking to achieve their financial goals and secure their financial future.
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.
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
NY
01/31/2024 - Present
Trivium Point Advisory, LLC (WHITE PLAINS NY)
NY
09/22/2004 - 07/10/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (BRONXVILLE NY)
FL
03/20/2003 - 09/29/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
CA
02/23/2000 - 03/24/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
12/16/1997 - 03/01/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
03/01/1994 - 12/19/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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