Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Igo is a financial advisor at LPL Financial LLC. James has been in the financial services industry since 1990. He is licensed to provide investment advice in numerous states, including Pennsylvania and Texas. James holds several professional licenses including Series 7, Series 63, and Series 65. Prior to joining LPL Financial LLC, James has worked at several financial institutions including Morgan Stanley, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/21/2023 - Present
LPL Financial LLC (HARRISBURG PA)
PA
11/10/2011 - 09/25/2023
MORGAN STANLEY (York PA)
PA
05/04/2006 - 11/14/2011
WELLS FARGO ADVISORS, LLC (ELIZABETHTOWN PA)
PA
10/01/2001 - 05/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
NY
10/21/1999 - 09/27/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/14/1995 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
06/01/1995 - 12/20/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/01/1995 - 12/20/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/27/1993 - 06/01/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
MN
01/18/1991 - 04/28/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/1991 - 04/28/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/27/1990 - 12/14/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Igo is the right advisor for you? Invested Better is here to help.
