Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aldrich is a financial advisor and President of First Coast Financial Group Inc., a licensed independent insurance agency. James has extensive experience in the financial services industry. James is currently registered with Brookstone Capital Management LLC and is licensed in Florida and South Carolina. James is a Series 6, 63, and 65 licensed professional. James specializes in providing financial planning, educational seminars, and selection of other advisors.
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.
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
IL
11/16/2020 - Present
Brookstone Capital Management LLC (WHEATON IL)
FL
06/30/2006 - 12/31/2011
AMERITAS INVESTMENT CORP. (JACKSONVILLE FL)
FL
06/23/2004 - 06/30/2006
CARILLON INVESTMENTS, INC. (JACKSONVILLE FL)
NY
08/31/1999 - 02/27/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
01/25/1999 - 09/01/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NV
01/22/1996 - 01/21/1997
FINANCIAL WEST GROUP (RENO NV)
NJ
04/15/1993 - 06/22/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
08/09/1991 - 12/08/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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