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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 Ferrell is a financial advisor with Beacon Pointe Advisors, LLC. James has over 25 years of experience in the financial services industry and holds Series 7, Series 65, and SIE licenses. James specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
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
CA
06/18/2020 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
FL
03/27/2018 - 06/25/2018
TRILOMA SECURITIES, LLC (WINTER PARK FL)
FL
12/01/2009 - 04/07/2016
TRIAD ADVISORS, INC. (WINTER PARK FL)
FL
02/21/2003 - 12/23/2009
PROEQUITIES, INC. (WINTER PARK FL)
IA
Issued 07/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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