Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wesley Crowther is a registered representative and investment advisor representative with LPL Enterprise, LLC. James has been in the financial services industry since 1982 and has a wealth of experience in helping clients reach their financial goals. James holds the Series 6, 7, 26, 63, and 65 licenses and has passed the SIE exam. James is also registered in Alabama, Alaska, Idaho, Oregon, Utah, and Wyoming. James is committed to providing his clients with personalized financial advice and guidance. James can help individuals and families with a variety of financial planning needs, including retirement planning, college savings, estate planning, and insurance. James can also assist businesses with their financial planning needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
ID
11/14/2024 - Present
LPL Enterprise, LLC (POCATELLO ID)
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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